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 10-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 | $47,374 | $92,222-48.6% | $76,768-38.3% | $135,375-65.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.01% | 5.46%-14.5pp | 2.43%-11.4pp | 519.73%-528.7pp |
| Employer contribution / active EE | $8,018 | $3,216+149.3% | $2,485+222.7% | $4,779+67.8% |
| Participant deferral / active EE | $4,383 | $4,509-2.8% | $3,852+13.8% | $5,609-21.9% |
| Admin fee / account holder | $591 | $10,748-94.5% | $6,675-91.2% | $10,827-94.5% |