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 | $48,643 | $129,217-62.4% | $93,406-47.9% | $158,922-69.4% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | -38.66% | 118.21%-156.9pp | 78.05%-116.7pp | 302.83%-341.5pp |
| Employer contribution / active EE | $2,156 | $2,711-20.5% | $2,075+3.9% | $4,761-54.7% |
| Participant deferral / active EE | $14,057 | $3,909+259.6% | $3,126+349.7% | $5,982+135.0% |
| Admin fee / account holder | $11,135 | $7,383+50.8% | $5,230+112.9% | $11,246-1.0% |