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 9-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 | $56,798 | $131,829-56.9% | $108,579-47.7% | $273,961-79.3% |
| Participation rate | 78.9% | 83.5%-4.5pp | 79.6%-0.6pp | 83.0%-4.1pp |
| Annual return | -0.85% | -91.57%+90.7pp | -51.70%+50.8pp | 41.45%-42.3pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,278 | $5,127-55.6% | $4,311-47.2% | $5,287-56.9% |
| Admin fee / account holder | $4,995 | $10,252-51.3% | $7,645-34.7% | $10,132-50.7% |