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 | $41,309 | $100,754-59.0% | $86,677-52.3% | $134,475-69.3% |
| Participation rate | 93.8% | 78.9%+14.8pp | 76.6%+17.2pp | 81.2%+12.5pp |
| Annual return | -23.38% | 29.04%-52.4pp | 35.91%-59.3pp | 417.96%-441.3pp |
| Employer contribution / active EE | $3,196 | $3,489-8.4% | $2,836+12.7% | $4,740-32.6% |
| Participant deferral / active EE | $7,952 | $5,338+49.0% | $4,656+70.8% | $6,400+24.2% |
| Admin fee / account holder | $396 | $10,926-96.4% | $7,493-94.7% | $11,426-96.5% |