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 | $94,297 | $154,117-38.8% | $129,995-27.5% | $139,434-32.4% |
| Participation rate | 76.2% | 82.0%-5.8pp | 78.5%-2.3pp | 80.3%-4.1pp |
| Annual return | -0.53% | 32.48%-33.0pp | -137.18%+136.6pp | 372.94%-373.5pp |
| Employer contribution / active EE | $2,609 | $5,289-50.7% | $4,320-39.6% | $4,751-45.1% |
| Participant deferral / active EE | $5,447 | $6,710-18.8% | $5,820-6.4% | $6,710-18.8% |
| Admin fee / account holder | $76,090 | $14,007+443.2% | $10,614+616.8% | $11,403+567.3% |