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 | $9,295 | $92,703-90.0% | $82,719-88.8% | $134,475-93.1% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -27.76% | 944.92%-972.7pp | 701.18%-728.9pp | 417.96%-445.7pp |
| Employer contribution / active EE | $2,565 | $3,274-21.6% | $3,009-14.7% | $4,740-45.9% |
| Participant deferral / active EE | $5,086 | $4,802+5.9% | $4,395+15.7% | $6,400-20.5% |
| Admin fee / account holder | $1,974 | $5,983-67.0% | $5,329-63.0% | $11,426-82.7% |