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 | $37,071 | $99,640-62.8% | $86,436-57.1% | $134,475-72.4% |
| Participation rate | 71.4% | 82.0%-10.6pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -22.82% | 6782.58%-6805.4pp | 4394.89%-4417.7pp | 417.96%-440.8pp |
| Employer contribution / active EE | $2,181 | $4,400-50.4% | $3,769-42.1% | $4,740-54.0% |
| Participant deferral / active EE | $7,689 | $7,246+6.1% | $6,952+10.6% | $6,400+20.2% |
| Admin fee / account holder | $511 | $8,371-93.9% | $6,731-92.4% | $11,426-95.5% |