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 | $50,934 | $82,664-38.4% | $125,339-59.4% | $68,494-25.6% |
| Participation rate | 85.1% | 75.0%+10.1pp | 82.4%+2.7pp | 67.9%+17.2pp |
| Annual return | -19.94% | -5.97%-14.0pp | 572.05%-592.0pp | -7.84%-12.1pp |
| Employer contribution / active EE | $5,404 | $3,381+59.8% | $4,814+12.3% | $2,596+108.1% |
| Participant deferral / active EE | $6,954 | $6,110+13.8% | $7,446-6.6% | $4,027+72.7% |
| Admin fee / account holder | $5,290 | $6,275-15.7% | $10,010-47.1% | $5,403-2.1% |