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 4-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 | $115,963 | $167,307-30.7% | $143,757-19.3% | $134,475-13.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.46% | 0.46%-20.9pp | -0.04%-20.4pp | 417.96%-438.4pp |
| Employer contribution / active EE | $11,507 | $5,619+104.8% | $4,951+132.4% | $4,740+142.8% |
| Participant deferral / active EE | $6,311 | $6,446-2.1% | $5,637+12.0% | $6,400-1.4% |
| Admin fee / account holder | $422,931 | $18,088+2238.2% | $14,673+2782.4% | $11,426+3601.5% |