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 | $60,314 | $209,832-71.3% | $189,513-68.2% | $167,490-64.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | -27.57% | 748.27%-775.8pp | 555.15%-582.7pp | 478.56%-506.1pp |
| Employer contribution / active EE | $10,361 | $6,914+49.9% | $6,162+68.2% | $4,837+114.2% |
| Participant deferral / active EE | $10,862 | $8,935+21.6% | $8,221+32.1% | $6,341+71.3% |
| Admin fee / account holder | $428 | $14,293-97.0% | $12,045-96.4% | $12,309-96.5% |