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 8-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 | $40,089 | $110,094-63.6% | $151,611-73.6% | $68,494-41.5% |
| Participation rate | 82.1% | 84.0%-1.8pp | 87.5%-5.4pp | 67.9%+14.3pp |
| Annual return | -18.67% | -10.12%-8.6pp | 3.33%-22.0pp | -7.84%-10.8pp |
| Employer contribution / active EE | $4,833 | $4,471+8.1% | $6,166-21.6% | $2,596+86.1% |
| Participant deferral / active EE | $8,508 | $6,527+30.4% | $8,363+1.7% | $4,027+111.3% |
| Admin fee / account holder | $3,340 | $7,719-56.7% | $11,616-71.2% | $5,403-38.2% |