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 4-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 | $19,489 | $148,534-86.9% | $135,903-85.7% | $139,434-86.0% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.2pp |
| Annual return | -45.83% | 79.19%-125.0pp | 68.23%-114.1pp | 372.94%-418.8pp |
| Employer contribution / active EE | $3,826 | $5,243-27.0% | $4,856-21.2% | $4,751-19.5% |
| Participant deferral / active EE | $12,082 | $8,100+49.2% | $7,758+55.7% | $6,710+80.1% |
| Admin fee / account holder | $6,170 | $12,400-50.2% | $10,762-42.7% | $11,403-45.9% |