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 7-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 | $41,516 | $82,664-49.8% | $125,339-66.9% | $68,494-39.4% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -20.51% | -5.97%-14.5pp | 572.05%-592.6pp | -7.84%-12.7pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $21,391 | $6,110+250.1% | $7,446+187.3% | $4,027+431.2% |
| Admin fee / account holder | $5,795 | $6,275-7.7% | $10,010-42.1% | $5,403+7.3% |