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 | $62,335 | $129,942-52.0% | $104,294-40.2% | $134,475-53.6% |
| Participation rate | 76.9% | 79.5%-2.6pp | 73.3%+3.7pp | 81.2%-4.3pp |
| Annual return | -24.96% | 42.03%-67.0pp | 24.61%-49.6pp | 417.96%-442.9pp |
| Employer contribution / active EE | $2,152 | $4,184-48.6% | $3,372-36.2% | $4,740-54.6% |
| Participant deferral / active EE | $9,777 | $5,588+75.0% | $4,625+111.4% | $6,400+52.8% |
| Admin fee / account holder | $718 | $9,323-92.3% | $7,339-90.2% | $11,426-93.7% |