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 | $117,665 | $183,519-35.9% | $155,509-24.3% | $145,922-19.4% |
| Participation rate | 81.0% | 82.7%-1.7pp | 78.2%+2.8pp | 80.3%+0.7pp |
| Annual return | -40.10% | 61.17%-101.3pp | 64.67%-104.8pp | 561.29%-601.4pp |
| Employer contribution / active EE | $8,624 | $5,313+62.3% | $4,672+84.6% | $4,660+85.1% |
| Participant deferral / active EE | $6,795 | $6,462+5.1% | $5,626+20.8% | $6,688+1.6% |
| Admin fee / account holder | $1,103 | $19,313-94.3% | $15,912-93.1% | $13,397-91.8% |