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 6-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 | $8,085 | $82,286-90.2% | $68,791-88.2% | $134,475-94.0% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.0%+14.3pp | 81.2%+2.1pp |
| Annual return | -21.78% | -2.19%-19.6pp | -6.38%-15.4pp | 417.96%-439.7pp |
| Employer contribution / active EE | $1,495 | $3,301-54.7% | $2,655-43.7% | $4,740-68.5% |
| Participant deferral / active EE | $1,690 | $4,739-64.3% | $3,941-57.1% | $6,400-73.6% |
| Admin fee / account holder | $679 | $6,481-89.5% | $4,932-86.2% | $11,426-94.1% |