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 7-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 | $35,774 | $56,053-36.2% | $75,972-52.9% | $80,856-55.8% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | -39.40% | 20.53%-59.9pp | 359.55%-398.9pp | 35.59%-75.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,010 | $3,052+96.9% | $4,255+41.2% | $4,296+39.9% |
| Admin fee / account holder | $31,312 | $5,234+498.3% | $6,467+384.2% | $6,918+352.6% |