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 6-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 | $46,306 | $100,754-54.0% | $86,677-46.6% | $134,475-65.6% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -21.22% | 29.04%-50.3pp | 35.91%-57.1pp | 417.96%-439.2pp |
| Employer contribution / active EE | $7,147 | $3,489+104.8% | $2,836+152.0% | $4,740+50.8% |
| Participant deferral / active EE | $9,954 | $5,338+86.5% | $4,656+113.8% | $6,400+55.5% |
| Admin fee / account holder | $532 | $10,926-95.1% | $7,493-92.9% | $11,426-95.3% |