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 8-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 | $118,410 | $95,971+23.4% | $74,550+58.8% | $135,375-12.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -50.35% | 56.96%-107.3pp | 32.53%-82.9pp | 519.73%-570.1pp |
| Employer contribution / active EE | $18,690 | $2,716+588.1% | $1,961+853.1% | $4,779+291.1% |
| Participant deferral / active EE | $9,000 | $3,843+134.2% | $3,108+189.6% | $5,609+60.5% |
| Admin fee / account holder | $53,950 | $6,522+727.2% | $5,060+966.3% | $10,827+398.3% |