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 6-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 | $23,666 | $167,307-85.9% | $143,757-83.5% | $134,475-82.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -22.99% | 0.46%-23.5pp | -0.04%-23.0pp | 417.96%-441.0pp |
| Employer contribution / active EE | $2,689 | $5,619-52.2% | $4,951-45.7% | $4,740-43.3% |
| Participant deferral / active EE | $7,793 | $6,446+20.9% | $5,637+38.3% | $6,400+21.8% |
| Admin fee / account holder | $2,490 | $18,088-86.2% | $14,673-83.0% | $11,426-78.2% |