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 | $104,380 | $180,449-42.2% | $154,107-32.3% | $135,375-22.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -13.34% | 888.09%-901.4pp | 735.12%-748.5pp | 519.73%-533.1pp |
| Employer contribution / active EE | $7,525 | $6,035+24.7% | $5,298+42.0% | $4,779+57.5% |
| Participant deferral / active EE | $21,250 | $5,806+266.0% | $5,081+318.3% | $5,609+278.9% |
| Admin fee / account holder | $871 | $16,143-94.6% | $13,411-93.5% | $10,827-92.0% |