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 7-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 | $32,309 | $183,519-82.4% | $155,509-79.2% | $145,922-77.9% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 0.26% | 61.17%-60.9pp | 64.67%-64.4pp | 561.29%-561.0pp |
| Employer contribution / active EE | $1,894 | $5,313-64.3% | $4,672-59.5% | $4,660-59.3% |
| Participant deferral / active EE | $5,917 | $6,462-8.4% | $5,626+5.2% | $6,688-11.5% |
| Admin fee / account holder | $700 | $19,313-96.4% | $15,912-95.6% | $13,397-94.8% |