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 | $47,897 | $82,664-42.1% | $125,339-61.8% | $68,494-30.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -23.16% | -5.97%-17.2pp | 572.05%-595.2pp | -7.84%-15.3pp |
| Employer contribution / active EE | $4,766 | $3,381+40.9% | $4,814-1.0% | $2,596+83.5% |
| Participant deferral / active EE | $7,684 | $6,110+25.8% | $7,446+3.2% | $4,027+90.8% |
| Admin fee / account holder | $3,817 | $6,275-39.2% | $10,010-61.9% | $5,403-29.3% |