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 9-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 | $30,092 | $142,344-78.9% | $119,609-74.8% | $134,475-77.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.23% | -12.44%-9.8pp | -14.97%-7.3pp | 417.96%-440.2pp |
| Employer contribution / active EE | $9,938 | $5,222+90.3% | $4,232+134.8% | $4,740+109.7% |
| Participant deferral / active EE | $2,161 | $6,469-66.6% | $5,602-61.4% | $6,400-66.2% |
| Admin fee / account holder | $967 | $13,584-92.9% | $10,323-90.6% | $11,426-91.5% |