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 5-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 | $46,527 | $99,640-53.3% | $86,436-46.2% | $134,475-65.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.05% | 6782.58%-6805.6pp | 4394.89%-4417.9pp | 417.96%-441.0pp |
| Employer contribution / active EE | $22,236 | $4,400+405.3% | $3,769+490.0% | $4,740+369.1% |
| Participant deferral / active EE | $8,233 | $7,246+13.6% | $6,952+18.4% | $6,400+28.6% |
| Admin fee / account holder | $415 | $8,371-95.0% | $6,731-93.8% | $11,426-96.4% |