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 9-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 | $74,671 | $88,594-15.7% | $70,092+6.5% | $134,475-44.5% |
| Participation rate | 75.0% | 74.9%+0.1pp | 70.5%+4.5pp | 81.2%-6.2pp |
| Annual return | -24.39% | 442.67%-467.1pp | 190.73%-215.1pp | 417.96%-442.4pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,559-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $8,700 | $4,772+82.3% | $3,849+126.0% | $6,400+35.9% |
| Admin fee / account holder | $728 | $10,441-93.0% | $6,267-88.4% | $11,426-93.6% |