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 | $21,428 | $64,707-66.9% | $112,228-80.9% | $68,494-68.7% |
| Participation rate | 79.2% | 67.2%+12.0pp | 75.1%+4.1pp | 67.9%+11.3pp |
| Annual return | -19.46% | -11.40%-8.1pp | 27.45%-46.9pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,988 | $2,746+8.8% | $3,635-17.8% | $2,596+15.1% |
| Participant deferral / active EE | $6,000 | $3,565+68.3% | $4,728+26.9% | $4,027+49.0% |
| Admin fee / account holder | $1,826 | $5,232-65.1% | $6,410-71.5% | $5,403-66.2% |