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 | $8,144 | $106,543-92.4% | $91,220-91.1% | $134,475-93.9% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -26.24% | 160.60%-186.8pp | 114.01%-140.3pp | 417.96%-444.2pp |
| Employer contribution / active EE | $2,209 | $3,331-33.7% | $2,850-22.5% | $4,740-53.4% |
| Participant deferral / active EE | $3,300 | $4,719-30.1% | $4,234-22.1% | $6,400-48.4% |
| Admin fee / account holder | $742 | $6,231-88.1% | $5,420-86.3% | $11,426-93.5% |