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 | $19,995 | $95,862-79.1% | $79,550-74.9% | $134,475-85.1% |
| Participation rate | 70.0% | 75.0%-5.0pp | 69.5%+0.5pp | 81.2%-11.2pp |
| Annual return | -26.13% | -2.69%-23.4pp | 0.16%-26.3pp | 417.96%-444.1pp |
| Employer contribution / active EE | $2,238 | $3,128-28.4% | $2,413-7.2% | $4,740-52.8% |
| Participant deferral / active EE | $7,550 | $4,693+60.9% | $3,985+89.5% | $6,400+18.0% |
| Admin fee / account holder | $449 | $9,126-95.1% | $6,832-93.4% | $11,426-96.1% |