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 | $77,976 | $59,107+31.9% | $86,436-9.8% | $68,494+13.8% |
| Participation rate | 96.2% | 75.2%+20.9pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -23.97% | -0.23%-23.7pp | 4394.89%-4418.9pp | -7.84%-16.1pp |
| Employer contribution / active EE | $2,658 | $2,519+5.5% | $3,769-29.5% | $2,596+2.4% |
| Participant deferral / active EE | $4,707 | $5,901-20.2% | $6,952-32.3% | $4,027+16.9% |
| Admin fee / account holder | $3,036 | $5,637-46.1% | $6,731-54.9% | $5,403-43.8% |