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 8-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 | $107,846 | $138,044-21.9% | $125,339-14.0% | $134,475-19.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.75% | 750.33%-771.1pp | 572.05%-592.8pp | 417.96%-438.7pp |
| Employer contribution / active EE | $3,781 | $5,243-27.9% | $4,814-21.4% | $4,740-20.2% |
| Participant deferral / active EE | $15,733 | $7,799+101.7% | $7,446+111.3% | $6,400+145.8% |
| Admin fee / account holder | $9,142 | $11,571-21.0% | $10,010-8.7% | $11,426-20.0% |