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 | $102,484 | $158,398-35.3% | $126,539-19.0% | $142,382-28.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | -6.40% | 593.76%-600.2pp | 425.95%-432.3pp | 217.08%-223.5pp |
| Employer contribution / active EE | $982 | $4,650-78.9% | $3,674-73.3% | $4,299-77.2% |
| Participant deferral / active EE | $11,315 | $4,767+137.4% | $4,083+177.2% | $6,507+73.9% |
| Admin fee / account holder | $21,085 | $6,918+204.8% | $6,065+247.7% | $12,624+67.0% |