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 | $39,986 | $54,350-26.4% | $82,719-51.7% | $68,494-41.6% |
| Participation rate | 92.6% | 63.9%+28.7pp | 72.6%+20.0pp | 67.9%+24.7pp |
| Annual return | -20.13% | -13.67%-6.5pp | 701.18%-721.3pp | -7.84%-12.3pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,543 | $3,246-21.7% | $4,395-42.1% | $4,027-36.8% |
| Admin fee / account holder | $2,128 | $4,395-51.6% | $5,329-60.1% | $5,403-60.6% |