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 | $29,504 | $50,958-42.1% | $74,550-60.4% | $64,186-54.0% |
| Participation rate | 87.9% | 61.1%+26.8pp | 69.1%+18.7pp | 69.6%+18.3pp |
| Annual return | -8.86% | -1.86%-7.0pp | 32.53%-41.4pp | 7.63%-16.5pp |
| Employer contribution / active EE | $2,078 | $1,115+86.3% | $1,961+6.0% | $2,381-12.7% |
| Participant deferral / active EE | $2,881 | $2,301+25.2% | $3,108-7.3% | $3,470-17.0% |
| Admin fee / account holder | $1,227 | $4,223-70.9% | $5,060-75.7% | $4,888-74.9% |