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 | $23,446 | $76,912-69.5% | $129,110-81.8% | $68,494-65.8% |
| Participation rate | 71.7% | 69.1%+2.6pp | 77.3%-5.6pp | 67.9%+3.8pp |
| Annual return | -22.47% | -9.78%-12.7pp | -10.94%-11.5pp | -7.84%-14.6pp |
| Employer contribution / active EE | $1,542 | $3,243-52.4% | $5,052-69.5% | $2,596-40.6% |
| Participant deferral / active EE | $3,250 | $4,732-31.3% | $6,542-50.3% | $4,027-19.3% |
| Admin fee / account holder | $3,836 | $6,638-42.2% | $14,302-73.2% | $5,403-29.0% |