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 9-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 | $22,734 | $104,486-78.2% | $76,817-70.4% | $152,861-85.1% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | -61.89% | 1013.37%-1075.3pp | 1166.11%-1228.0pp | 345.32%-407.2pp |
| Employer contribution / active EE | $9,449 | $3,116+203.3% | $2,302+310.5% | $4,762+98.4% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,336-100.0% | $5,850-100.0% |
| Admin fee / account holder | $3,981 | $12,275-67.6% | $6,420-38.0% | $11,596-65.7% |