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 | $43,858 | $105,181-58.3% | $159,436-72.5% | $85,850-48.9% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.8%+14.7pp | 69.3%+28.2pp |
| Annual return | -16.21% | 45.07%-61.3pp | 263.57%-279.8pp | 318.53%-334.7pp |
| Employer contribution / active EE | $7,904 | $3,318+138.2% | $4,829+63.7% | $2,565+208.1% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $608 | $6,933-91.2% | $10,799-94.4% | $6,260-90.3% |