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 | $122,089 | $165,335-26.2% | $149,696-18.4% | $158,922-23.2% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | -2.75% | 348.15%-350.9pp | 276.60%-279.3pp | 302.83%-305.6pp |
| Employer contribution / active EE | $2,178 | $5,103-57.3% | $4,644-53.1% | $4,761-54.3% |
| Participant deferral / active EE | $9,392 | $7,181+30.8% | $6,842+37.3% | $5,982+57.0% |
| Admin fee / account holder | $1,649 | $10,807-84.7% | $9,309-82.3% | $11,246-85.3% |