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 | $128,023 | $167,484-23.6% | $151,611-15.6% | $134,475-4.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -27.51% | 7.80%-35.3pp | 3.33%-30.8pp | 417.96%-445.5pp |
| Employer contribution / active EE | $22,465 | $6,829+229.0% | $6,166+264.3% | $4,740+374.0% |
| Participant deferral / active EE | $17,268 | $8,986+92.2% | $8,363+106.5% | $6,400+169.8% |
| Admin fee / account holder | $2,006 | $13,783-85.4% | $11,616-82.7% | $11,426-82.4% |