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 10-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 | $39,171 | $95,862-59.1% | $79,550-50.8% | $134,475-70.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -24.80% | -2.69%-22.1pp | 0.16%-25.0pp | 417.96%-442.8pp |
| Employer contribution / active EE | $3,944 | $3,128+26.1% | $2,413+63.4% | $4,740-16.8% |
| Participant deferral / active EE | $24,367 | $4,693+419.2% | $3,985+511.4% | $6,400+280.7% |
| Admin fee / account holder | $4,441 | $9,126-51.3% | $6,832-35.0% | $11,426-61.1% |