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 | $66,773 | $69,010-3.2% | $159,960-58.3% | $68,494-2.5% |
| Participation rate | 95.2% | 65.4%+29.8pp | 78.0%+17.2pp | 67.9%+27.3pp |
| Annual return | -21.99% | -9.65%-12.3pp | 408.60%-430.6pp | -7.84%-14.1pp |
| Employer contribution / active EE | $1,374 | $2,213-37.9% | $4,226-67.5% | $2,596-47.1% |
| Participant deferral / active EE | $5,869 | $4,212+39.3% | $6,182-5.1% | $4,027+45.7% |
| Admin fee / account holder | $10,367 | $4,798+116.1% | $8,698+19.2% | $5,403+91.9% |