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 | $18,931 | $95,193-80.1% | $76,523-75.3% | $135,375-86.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -14.43% | 4.85%-19.3pp | -0.27%-14.2pp | 519.73%-534.2pp |
| Employer contribution / active EE | $409 | $3,302-87.6% | $2,647-84.6% | $4,779-91.4% |
| Participant deferral / active EE | $9,097 | $4,639+96.1% | $3,835+137.2% | $5,609+62.2% |
| Admin fee / account holder | $364 | $6,249-94.2% | $4,848-92.5% | $10,827-96.6% |