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 | $103,183 | $93,024+10.9% | $77,024+34.0% | $134,475-23.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -22.55% | 62.60%-85.1pp | 42.32%-64.9pp | 417.96%-440.5pp |
| Employer contribution / active EE | $3,963 | $3,418+15.9% | $2,812+40.9% | $4,740-16.4% |
| Participant deferral / active EE | $22,929 | $5,238+337.8% | $4,426+418.0% | $6,400+258.3% |
| Admin fee / account holder | $25,092 | $6,944+261.3% | $5,425+362.5% | $11,426+119.6% |