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 | $41,124 | $64,707-36.4% | $112,228-63.4% | $68,494-40.0% |
| Participation rate | 81.1% | 67.2%+13.9pp | 75.1%+6.0pp | 67.9%+13.2pp |
| Annual return | -20.91% | -11.40%-9.5pp | 27.45%-48.4pp | -7.84%-13.1pp |
| Employer contribution / active EE | $2,460 | $2,746-10.4% | $3,635-32.3% | $2,596-5.3% |
| Participant deferral / active EE | $6,652 | $3,565+86.6% | $4,728+40.7% | $4,027+65.2% |
| Admin fee / account holder | $1,283 | $5,232-75.5% | $6,410-80.0% | $5,403-76.3% |