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 | $148,441 | $73,004+103.3% | $90,749+63.6% | $68,494+116.7% |
| Participation rate | 87.5% | 70.8%+16.7pp | 75.7%+11.8pp | 67.9%+19.6pp |
| Annual return | -27.57% | -13.81%-13.8pp | -12.16%-15.4pp | -7.84%-19.7pp |
| Employer contribution / active EE | $1,982 | $2,193-9.6% | $2,921-32.2% | $2,596-23.7% |
| Participant deferral / active EE | $6,822 | $3,627+88.1% | $4,564+49.5% | $4,027+69.4% |
| Admin fee / account holder | $21,398 | $5,896+262.9% | $8,445+153.4% | $5,403+296.1% |