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 | $71,520 | $85,790-16.6% | $67,313+6.2% | $135,375-47.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -25.35% | -0.54%-24.8pp | -4.08%-21.3pp | 519.73%-545.1pp |
| Employer contribution / active EE | $27,220 | $3,487+680.5% | $2,566+960.9% | $4,779+469.6% |
| Participant deferral / active EE | $29,077 | $4,651+525.2% | $3,568+714.9% | $5,609+418.4% |
| Admin fee / account holder | $936 | $6,392-85.4% | $4,507-79.2% | $10,827-91.4% |