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 5-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 | $91,273 | $158,817-42.5% | $121,196-24.7% | $135,375-32.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -10.08% | -0.64%-9.4pp | 16.93%-27.0pp | 519.73%-529.8pp |
| Employer contribution / active EE | $36,524 | $5,665+544.8% | $4,022+808.2% | $4,779+664.3% |
| Participant deferral / active EE | $18,200 | $4,005+354.4% | $3,344+444.2% | $5,609+224.5% |
| Admin fee / account holder | $764 | $6,512-88.3% | $5,019-84.8% | $10,827-92.9% |