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 | $25,645 | $45,152-43.2% | $73,843-65.3% | $59,632-57.0% |
| Participation rate | 73.2% | 64.0%+9.2pp | 73.4%-0.2pp | 68.7%+4.6pp |
| Annual return | -6.67% | 27.40%-34.1pp | 2267.84%-2274.5pp | 2041.28%-2048.0pp |
| Employer contribution / active EE | $1,232 | $1,902-35.2% | $2,787-55.8% | $2,203-44.1% |
| Participant deferral / active EE | $2,295 | $2,574-10.8% | $3,583-35.9% | $3,192-28.1% |
| Admin fee / account holder | $2,021 | $3,516-42.5% | $4,880-58.6% | $4,297-53.0% |