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 | $30,590 | $211,958-85.6% | $169,463-81.9% | $135,375-77.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.09% | 3.26%-14.4pp | 1.83%-12.9pp | 519.73%-530.8pp |
| Employer contribution / active EE | $11,759 | $5,120+129.7% | $4,159+182.7% | $4,779+146.1% |
| Participant deferral / active EE | $7,251 | $6,075+19.4% | $5,277+37.4% | $5,609+29.3% |
| Admin fee / account holder | $715 | $11,471-93.8% | $9,109-92.1% | $10,827-93.4% |