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 | $25,789 | $142,344-81.9% | $119,609-78.4% | $134,475-80.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -40.34% | -12.44%-27.9pp | -14.97%-25.4pp | 417.96%-458.3pp |
| Employer contribution / active EE | $3,265 | $5,222-37.5% | $4,232-22.8% | $4,740-31.1% |
| Participant deferral / active EE | $13,186 | $6,469+103.8% | $5,602+135.4% | $6,400+106.0% |
| Admin fee / account holder | $1,651 | $13,584-87.8% | $10,323-84.0% | $11,426-85.5% |