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 | $32,534 | $142,344-77.1% | $119,609-72.8% | $134,475-75.8% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -24.10% | -12.44%-11.7pp | -14.97%-9.1pp | 417.96%-442.1pp |
| Employer contribution / active EE | $3,432 | $5,222-34.3% | $4,232-18.9% | $4,740-27.6% |
| Participant deferral / active EE | $3,997 | $6,469-38.2% | $5,602-28.7% | $6,400-37.5% |
| Admin fee / account holder | $680 | $13,584-95.0% | $10,323-93.4% | $11,426-94.0% |