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 4-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 | $53,272 | $73,867-27.9% | $143,757-62.9% | $68,494-22.2% |
| Participation rate | 95.7% | 66.7%+29.0pp | 80.3%+15.3pp | 67.9%+27.8pp |
| Annual return | -21.06% | 1.01%-22.1pp | -0.04%-21.0pp | -7.84%-13.2pp |
| Employer contribution / active EE | $3,610 | $3,184+13.4% | $4,951-27.1% | $2,596+39.1% |
| Participant deferral / active EE | $9,278 | $3,384+174.1% | $5,637+64.6% | $4,027+130.4% |
| Admin fee / account holder | $5,663 | $5,755-1.6% | $14,673-61.4% | $5,403+4.8% |