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 | $37,316 | $109,982-66.1% | $97,226-61.6% | $145,922-74.4% |
| Participation rate | 88.9% | 75.9%+12.9pp | 72.7%+16.2pp | 80.3%+8.6pp |
| Annual return | -11.49% | 242.90%-254.4pp | 75.13%-86.6pp | 561.29%-572.8pp |
| Employer contribution / active EE | $4,186 | $3,084+35.8% | $2,729+53.4% | $4,660-10.2% |
| Participant deferral / active EE | $5,562 | $4,676+18.9% | $4,264+30.4% | $6,688-16.8% |
| Admin fee / account holder | $7,578 | $6,221+21.8% | $5,654+34.0% | $13,397-43.4% |