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 8-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 | $36,691 | $97,757-62.5% | $83,848-56.2% | $135,375-72.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -14.00% | 1287.37%-1301.4pp | 850.88%-864.9pp | 519.73%-533.7pp |
| Employer contribution / active EE | $1,603 | $4,222-62.0% | $3,631-55.9% | $4,779-66.5% |
| Participant deferral / active EE | $18,500 | $4,682+295.1% | $4,082+353.3% | $5,609+229.8% |
| Admin fee / account holder | $422 | $6,674-93.7% | $5,478-92.3% | $10,827-96.1% |