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 9-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 | $44,179 | $87,540-49.5% | $75,781-41.7% | $125,391-64.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -4.77% | 13.48%-18.3pp | 9.68%-14.4pp | 282.22%-287.0pp |
| Employer contribution / active EE | $1,658 | $3,930-57.8% | $3,323-50.1% | $4,866-65.9% |
| Participant deferral / active EE | $7,281 | $4,229+72.2% | $3,651+99.4% | $5,352+36.1% |
| Admin fee / account holder | $3,549 | $6,502-45.4% | $5,299-33.0% | $9,540-62.8% |