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 7-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 | $66,778 | $100,754-33.7% | $86,677-23.0% | $134,475-50.3% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -20.76% | 29.04%-49.8pp | 35.91%-56.7pp | 417.96%-438.7pp |
| Employer contribution / active EE | $15,023 | $3,489+330.6% | $2,836+429.7% | $4,740+217.0% |
| Participant deferral / active EE | $11,776 | $5,338+120.6% | $4,656+152.9% | $6,400+84.0% |
| Admin fee / account holder | $1,170 | $10,926-89.3% | $7,493-84.4% | $11,426-89.8% |