See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,082 | $49,173-47.0% | $121,098-78.5% | $75,163-65.3% |
| Participation rate | 81.9% | 55.4%+26.6pp | 69.5%+12.5pp | 67.2%+14.8pp |
| Annual return | -5.97% | 55.99%-62.0pp | 985.75%-991.7pp | 160.62%-166.6pp |
| Employer contribution / active EE | $1,595 | $1,546+3.2% | $4,164-61.7% | $2,670-40.3% |
| Participant deferral / active EE | $3,407 | $2,628+29.7% | $4,080-16.5% | $4,125-17.4% |
| Admin fee / account holder | $2,119 | $3,942-46.3% | $5,644-62.5% | $5,651-62.5% |