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 | $79,730 | $167,307-52.3% | $143,757-44.5% | $134,475-40.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -61.08% | 0.46%-61.5pp | -0.04%-61.0pp | 417.96%-479.0pp |
| Employer contribution / active EE | $15,243 | $5,619+171.3% | $4,951+207.9% | $4,740+221.6% |
| Participant deferral / active EE | $13,286 | $6,446+106.1% | $5,637+135.7% | $6,400+107.6% |
| Admin fee / account holder | $4,528 | $18,088-75.0% | $14,673-69.1% | $11,426-60.4% |