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 | $93,487 | $104,974-10.9% | $95,585-2.2% | $142,382-34.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | -26.91% | 210.33%-237.2pp | 38.56%-65.5pp | 217.08%-244.0pp |
| Employer contribution / active EE | $12,764 | $2,779+359.4% | $2,527+405.2% | $4,299+196.9% |
| Participant deferral / active EE | $2,198 | $4,352-49.5% | $4,023-45.4% | $6,507-66.2% |
| Admin fee / account holder | $3,521 | $6,386-44.9% | $6,127-42.5% | $12,624-72.1% |