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 8-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 | $72,536 | $95,193-23.8% | $76,523-5.2% | $135,375-46.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -10.45% | 4.85%-15.3pp | -0.27%-10.2pp | 519.73%-530.2pp |
| Employer contribution / active EE | $192 | $3,302-94.2% | $2,647-92.8% | $4,779-96.0% |
| Participant deferral / active EE | $17,914 | $4,639+286.1% | $3,835+367.0% | $5,609+219.4% |
| Admin fee / account holder | $367 | $6,249-94.1% | $4,848-92.4% | $10,827-96.6% |