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 | $26,773 | $57,354-53.3% | $83,848-68.1% | $64,186-58.3% |
| Participation rate | 86.1% | 68.6%+17.5pp | 76.1%+10.0pp | 69.6%+16.5pp |
| Annual return | -9.16% | 11.38%-20.5pp | 850.88%-860.0pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,635 | $2,545-35.8% | $3,631-55.0% | $2,381-31.3% |
| Participant deferral / active EE | $3,181 | $2,993+6.3% | $4,082-22.1% | $3,470-8.3% |
| Admin fee / account holder | $1,018 | $4,046-74.8% | $5,478-81.4% | $4,888-79.2% |