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 | $83,753 | $93,571-10.5% | $135,903-38.4% | $75,163+11.4% |
| Participation rate | 93.1% | 75.2%+17.9pp | 81.9%+11.2pp | 67.2%+25.9pp |
| Annual return | -48.27% | 30.90%-79.2pp | 68.23%-116.5pp | 160.62%-208.9pp |
| Employer contribution / active EE | $8,683 | $3,537+145.5% | $4,856+78.8% | $2,670+225.2% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,980 | $6,975-57.3% | $10,762-72.3% | $5,651-47.3% |