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 10-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 | $13,711 | $90,600-84.9% | $79,464-82.7% | $135,375-89.9% |
| Participation rate | 77.8% | 76.0%+1.7pp | 73.3%+4.4pp | 82.6%-4.9pp |
| Annual return | -13.02% | 977.43%-990.5pp | 718.14%-731.2pp | 519.73%-532.8pp |
| Employer contribution / active EE | $2,608 | $3,068-15.0% | $2,800-6.9% | $4,779-45.4% |
| Participant deferral / active EE | $7,109 | $4,050+75.5% | $3,704+91.9% | $5,609+26.8% |
| Admin fee / account holder | $419 | $5,907-92.9% | $5,113-91.8% | $10,827-96.1% |