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 | $20,839 | $57,354-63.7% | $83,848-75.1% | $64,186-67.5% |
| Participation rate | 80.5% | 68.6%+11.9pp | 76.1%+4.3pp | 69.6%+10.9pp |
| Annual return | -9.51% | 11.38%-20.9pp | 850.88%-860.4pp | 7.63%-17.1pp |
| Employer contribution / active EE | $7,094 | $2,545+178.7% | $3,631+95.4% | $2,381+198.0% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,096 | $4,046+26.0% | $5,478-7.0% | $4,888+4.2% |