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 5-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 | $9,968 | $74,888-86.7% | $71,209-86.0% | $142,382-93.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 1.64% | 345.14%-343.5pp | 282.51%-280.9pp | 217.08%-215.4pp |
| Employer contribution / active EE | $1,547 | $2,854-45.8% | $2,721-43.1% | $4,299-64.0% |
| Participant deferral / active EE | $2,642 | $4,454-40.7% | $4,175-36.7% | $6,507-59.4% |
| Admin fee / account holder | $351,937 | $5,568+6220.3% | $5,349+6479.8% | $12,624+2687.9% |