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 | $32,365 | $92,703-65.1% | $82,719-60.9% | $134,475-75.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.08% | 944.92%-966.0pp | 701.18%-722.3pp | 417.96%-439.0pp |
| Employer contribution / active EE | $2,325 | $3,274-29.0% | $3,009-22.7% | $4,740-51.0% |
| Participant deferral / active EE | $13,612 | $4,802+183.5% | $4,395+209.7% | $6,400+112.7% |
| Admin fee / account holder | $485 | $5,983-91.9% | $5,329-90.9% | $11,426-95.8% |