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 4-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 | $35,919 | $54,541-34.1% | $78,778-54.4% | $70,131-48.8% |
| Participation rate | 96.2% | 60.8%+35.4pp | 69.2%+27.0pp | 69.5%+26.6pp |
| Annual return | -17.55% | 21.07%-38.6pp | 35.62%-53.2pp | 73.14%-90.7pp |
| Employer contribution / active EE | $5,010 | $1,089+360.3% | $1,986+152.3% | $2,342+113.9% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,512 | $3,709-59.2% | $5,134-70.5% | $4,645-67.4% |