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 9-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 | $25,828 | $97,757-73.6% | $83,848-69.2% | $135,375-80.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -12.15% | 1287.37%-1299.5pp | 850.88%-863.0pp | 519.73%-531.9pp |
| Employer contribution / active EE | $3,080 | $4,222-27.0% | $3,631-15.2% | $4,779-35.5% |
| Participant deferral / active EE | $7,362 | $4,682+57.2% | $4,082+80.4% | $5,609+31.3% |
| Admin fee / account holder | $367 | $6,674-94.5% | $5,478-93.3% | $10,827-96.6% |