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 | $13,087 | $100,852-87.0% | $90,404-85.5% | $158,922-91.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -0.70% | 1724.20%-1724.9pp | 1293.02%-1293.7pp | 302.83%-303.5pp |
| Employer contribution / active EE | $1,793 | $3,689-51.4% | $3,262-45.0% | $4,761-62.3% |
| Participant deferral / active EE | $7,189 | $4,348+65.4% | $3,963+81.4% | $5,982+20.2% |
| Admin fee / account holder | $2,260 | $6,501-65.2% | $5,611-59.7% | $11,246-79.9% |