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 | $26,697 | $71,883-62.9% | $86,677-69.2% | $68,494-61.0% |
| Participation rate | 71.1% | 72.2%-1.2pp | 76.6%-5.5pp | 67.9%+3.2pp |
| Annual return | -20.91% | 3.52%-24.4pp | 35.91%-56.8pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,586 | $2,173-27.0% | $2,836-44.1% | $2,596-38.9% |
| Participant deferral / active EE | $3,491 | $3,779-7.6% | $4,656-25.0% | $4,027-13.3% |
| Admin fee / account holder | $1,443 | $6,112-76.4% | $7,493-80.7% | $5,403-73.3% |