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 | $32,568 | $73,933-55.9% | $96,683-66.3% | $75,163-56.7% |
| Participation rate | 90.3% | 66.4%+23.9pp | 74.3%+15.9pp | 67.2%+23.1pp |
| Annual return | -54.79% | 26.70%-81.5pp | 35.69%-90.5pp | 160.62%-215.4pp |
| Employer contribution / active EE | $9,169 | $2,928+213.2% | $3,737+145.4% | $2,670+243.4% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $4,196 | $5,216-19.6% | $6,730-37.6% | $5,651-25.7% |