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 10-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 | $63,956 | $95,971-33.4% | $74,550-14.2% | $135,375-52.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.76% | 56.96%-67.7pp | 32.53%-43.3pp | 519.73%-530.5pp |
| Employer contribution / active EE | $17,250 | $2,716+535.1% | $1,961+779.7% | $4,779+261.0% |
| Participant deferral / active EE | $21,000 | $3,843+446.4% | $3,108+575.7% | $5,609+274.4% |
| Admin fee / account holder | $886 | $6,522-86.4% | $5,060-82.5% | $10,827-91.8% |