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 | $87,600 | $105,181-16.7% | $159,436-45.1% | $85,850+2.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | -12.81% | 45.07%-57.9pp | 263.57%-276.4pp | 318.53%-331.3pp |
| Employer contribution / active EE | $2,849 | $3,318-14.1% | $4,829-41.0% | $2,565+11.1% |
| Participant deferral / active EE | $7,790 | $5,945+31.0% | $7,352+6.0% | $3,952+97.1% |
| Admin fee / account holder | $25,218 | $6,933+263.7% | $10,799+133.5% | $6,260+302.8% |