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 | $40,303 | $93,571-56.9% | $135,903-70.3% | $75,163-46.4% |
| Participation rate | 91.3% | 75.2%+16.1pp | 81.9%+9.3pp | 67.2%+24.1pp |
| Annual return | -3.38% | 30.90%-34.3pp | 68.23%-71.6pp | 160.62%-164.0pp |
| Employer contribution / active EE | $5,546 | $3,537+56.8% | $4,856+14.2% | $2,670+107.7% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,934 | $6,975-57.9% | $10,762-72.7% | $5,651-48.1% |