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 | $122,949 | $52,279+135.2% | $89,391+37.5% | $79,858+54.0% |
| Participation rate | 98.8% | 57.5%+41.3pp | 68.0%+30.8pp | 69.6%+29.2pp |
| Annual return | -15.00% | 22.16%-37.2pp | 245.62%-260.6pp | 31.71%-46.7pp |
| Employer contribution / active EE | $23,046 | $1,572+1366.5% | $2,586+791.3% | $2,471+832.7% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $14,264 | $3,356+325.0% | $4,881+192.2% | $5,306+168.8% |