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 6-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 | $67,419 | $133,922-49.7% | $116,228-42.0% | $142,382-52.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | -9.67% | 147.76%-157.4pp | 90.06%-99.7pp | 217.08%-226.7pp |
| Employer contribution / active EE | $20,713 | $3,446+501.2% | $2,994+591.7% | $4,299+381.8% |
| Participant deferral / active EE | $6,709 | $5,672+18.3% | $4,953+35.4% | $6,507+3.1% |
| Admin fee / account holder | $6,229 | $14,945-58.3% | $11,989-48.0% | $12,624-50.7% |