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 | $13,440 | $43,327-69.0% | $59,878-77.6% | $64,186-79.1% |
| Participation rate | 72.7% | 69.2%+3.6pp | 74.7%-2.0pp | 69.6%+3.2pp |
| Annual return | -7.56% | -1.55%-6.0pp | 3.46%-11.0pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,989 | $2,028-1.9% | $2,722-26.9% | $2,381-16.5% |
| Participant deferral / active EE | $3,192 | $2,546+25.4% | $3,402-6.2% | $3,470-8.0% |
| Admin fee / account holder | $344 | $3,005-88.5% | $3,590-90.4% | $4,888-93.0% |