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 | $24,230 | $95,971-74.8% | $74,550-67.5% | $135,375-82.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -12.02% | 56.96%-69.0pp | 32.53%-44.6pp | 519.73%-531.8pp |
| Employer contribution / active EE | $5,911 | $2,716+117.6% | $1,961+201.5% | $4,779+23.7% |
| Participant deferral / active EE | $4,800 | $3,843+24.9% | $3,108+54.4% | $5,609-14.4% |
| Admin fee / account holder | $455 | $6,522-93.0% | $5,060-91.0% | $10,827-95.8% |