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 | $20,820 | $129,942-84.0% | $104,294-80.0% | $134,475-84.5% |
| Participation rate | 85.7% | 79.5%+6.2pp | 73.3%+12.5pp | 81.2%+4.5pp |
| Annual return | -23.00% | 42.03%-65.0pp | 24.61%-47.6pp | 417.96%-441.0pp |
| Employer contribution / active EE | $3,435 | $4,184-17.9% | $3,372+1.9% | $4,740-27.5% |
| Participant deferral / active EE | $4,087 | $5,588-26.9% | $4,625-11.6% | $6,400-36.1% |
| Admin fee / account holder | $737 | $9,323-92.1% | $7,339-90.0% | $11,426-93.6% |