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 | $11,896 | $84,402-85.9% | $61,373-80.6% | $134,475-91.2% |
| Participation rate | 83.3% | 62.2%+21.1pp | 52.6%+30.8pp | 81.2%+2.1pp |
| Annual return | -28.58% | 584.55%-613.1pp | 338.61%-367.2pp | 417.96%-446.5pp |
| Employer contribution / active EE | $2,260 | $1,544+46.4% | $1,159+95.0% | $4,740-52.3% |
| Participant deferral / active EE | $2,558 | $2,819-9.2% | $2,125+20.4% | $6,400-60.0% |
| Admin fee / account holder | $1,202 | $2,585-53.5% | $2,130-43.6% | $11,426-89.5% |