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 | $38,380 | $64,707-40.7% | $112,228-65.8% | $68,494-44.0% |
| Participation rate | 76.0% | 67.2%+8.8pp | 75.1%+0.9pp | 67.9%+8.1pp |
| Annual return | -20.26% | -11.40%-8.9pp | 27.45%-47.7pp | -7.84%-12.4pp |
| Employer contribution / active EE | $3,040 | $2,746+10.7% | $3,635-16.4% | $2,596+17.1% |
| Participant deferral / active EE | $6,685 | $3,565+87.5% | $4,728+41.4% | $4,027+66.0% |
| Admin fee / account holder | $4,184 | $5,232-20.0% | $6,410-34.7% | $5,403-22.6% |