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 | $16,766 | $96,635-82.7% | $86,612-80.6% | $139,434-88.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 3.50% | 106.41%-102.9pp | 591.07%-587.6pp | 372.94%-369.4pp |
| Employer contribution / active EE | $1,407 | $3,263-56.9% | $3,022-53.4% | $4,751-70.4% |
| Participant deferral / active EE | $4,601 | $4,836-4.9% | $4,438+3.7% | $6,710-31.4% |
| Admin fee / account holder | $433 | $6,408-93.2% | $5,614-92.3% | $11,403-96.2% |