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 6-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 | $33,154 | $82,286-59.7% | $68,791-51.8% | $134,475-75.3% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.0%+14.3pp | 81.2%+2.1pp |
| Annual return | -28.06% | -2.19%-25.9pp | -6.38%-21.7pp | 417.96%-446.0pp |
| Employer contribution / active EE | $6,926 | $3,301+109.8% | $2,655+160.8% | $4,740+46.1% |
| Participant deferral / active EE | $8,662 | $4,739+82.8% | $3,941+119.8% | $6,400+35.4% |
| Admin fee / account holder | $1,001 | $6,481-84.6% | $4,932-79.7% | $11,426-91.2% |