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 | $44,417 | $138,044-67.8% | $125,339-64.6% | $134,475-67.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.21% | 750.33%-774.5pp | 572.05%-596.3pp | 417.96%-442.2pp |
| Employer contribution / active EE | $1,618 | $5,243-69.1% | $4,814-66.4% | $4,740-65.9% |
| Participant deferral / active EE | $9,145 | $7,799+17.3% | $7,446+22.8% | $6,400+42.9% |
| Admin fee / account holder | $341 | $11,571-97.1% | $10,010-96.6% | $11,426-97.0% |