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 6-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 | $9,065 | $92,703-90.2% | $82,719-89.0% | $134,475-93.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.40% | 944.92%-968.3pp | 701.18%-724.6pp | 417.96%-441.4pp |
| Employer contribution / active EE | $2,678 | $3,274-18.2% | $3,009-11.0% | $4,740-43.5% |
| Participant deferral / active EE | $4,952 | $4,802+3.1% | $4,395+12.7% | $6,400-22.6% |
| Admin fee / account holder | $431 | $5,983-92.8% | $5,329-91.9% | $11,426-96.2% |