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 | $18,232 | $138,044-86.8% | $125,339-85.5% | $134,475-86.4% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -21.45% | 750.33%-771.8pp | 572.05%-593.5pp | 417.96%-439.4pp |
| Employer contribution / active EE | $3,060 | $5,243-41.6% | $4,814-36.4% | $4,740-35.4% |
| Participant deferral / active EE | $7,398 | $7,799-5.1% | $7,446-0.6% | $6,400+15.6% |
| Admin fee / account holder | $4,509 | $11,571-61.0% | $10,010-54.9% | $11,426-60.5% |