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 | $32,287 | $96,305-66.5% | $80,569-59.9% | $139,434-76.8% |
| Participation rate | 77.8% | 73.6%+4.1pp | 67.0%+10.8pp | 80.3%-2.5pp |
| Annual return | -69.01% | 1350.08%-1419.1pp | 935.43%-1004.4pp | 372.94%-441.9pp |
| Employer contribution / active EE | $2,335 | $3,262-28.4% | $2,723-14.3% | $4,751-50.9% |
| Participant deferral / active EE | $7,173 | $5,232+37.1% | $4,447+61.3% | $6,710+6.9% |
| Admin fee / account holder | $385 | $6,599-94.2% | $5,377-92.8% | $11,403-96.6% |