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 8-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 | $50,049 | $129,942-61.5% | $104,294-52.0% | $134,475-62.8% |
| Participation rate | 70.0% | 79.5%-9.5pp | 73.3%-3.3pp | 81.2%-11.2pp |
| Annual return | -21.92% | 42.03%-64.0pp | 24.61%-46.5pp | 417.96%-439.9pp |
| Employer contribution / active EE | $3,101 | $4,184-25.9% | $3,372-8.0% | $4,740-34.6% |
| Participant deferral / active EE | $10,792 | $5,588+93.1% | $4,625+133.3% | $6,400+68.6% |
| Admin fee / account holder | $2,690 | $9,323-71.1% | $7,339-63.3% | $11,426-76.5% |