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 | $14,284 | $133,958-89.3% | $112,228-87.3% | $134,475-89.4% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -21.28% | 47.11%-68.4pp | 27.45%-48.7pp | 417.96%-439.2pp |
| Employer contribution / active EE | $1,882 | $4,038-53.4% | $3,635-48.2% | $4,740-60.3% |
| Participant deferral / active EE | $2,845 | $5,291-46.2% | $4,728-39.8% | $6,400-55.6% |
| Admin fee / account holder | $1,341 | $7,489-82.1% | $6,410-79.1% | $11,426-88.3% |