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 8-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 | $90,388 | $135,635-33.4% | $110,238-18.0% | $135,375-33.2% |
| Participation rate | 90.5% | 83.5%+7.0pp | 79.8%+10.7pp | 82.6%+7.8pp |
| Annual return | -9.27% | 513.19%-522.5pp | 314.74%-324.0pp | 519.73%-529.0pp |
| Employer contribution / active EE | $6,906 | $4,906+40.8% | $3,826+80.5% | $4,779+44.5% |
| Participant deferral / active EE | $5,583 | $5,506+1.4% | $4,672+19.5% | $5,609-0.5% |
| Admin fee / account holder | $5,524 | $11,457-51.8% | $8,547-35.4% | $10,827-49.0% |