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 10-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 | $27,002 | $84,402-68.0% | $61,373-56.0% | $134,475-79.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -22.52% | 584.55%-607.1pp | 338.61%-361.1pp | 417.96%-440.5pp |
| Employer contribution / active EE | $1,563 | $1,544+1.2% | $1,159+34.8% | $4,740-67.0% |
| Participant deferral / active EE | $5,450 | $2,819+93.3% | $2,125+156.5% | $6,400-14.8% |
| Admin fee / account holder | $1,831 | $2,585-29.2% | $2,130-14.0% | $11,426-84.0% |