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 5-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 | $52,128 | $88,594-41.2% | $70,092-25.6% | $134,475-61.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -24.03% | 442.67%-466.7pp | 190.73%-214.8pp | 417.96%-442.0pp |
| Employer contribution / active EE | $9,742 | $3,233+201.4% | $2,559+280.7% | $4,740+105.6% |
| Participant deferral / active EE | $6,297 | $4,772+32.0% | $3,849+63.6% | $6,400-1.6% |
| Admin fee / account holder | $569 | $10,441-94.5% | $6,267-90.9% | $11,426-95.0% |