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 | $16,529 | $54,350-69.6% | $82,719-80.0% | $68,494-75.9% |
| Participation rate | 81.0% | 63.9%+17.0pp | 72.6%+8.4pp | 67.9%+13.1pp |
| Annual return | -23.38% | -13.67%-9.7pp | 701.18%-724.6pp | -7.84%-15.5pp |
| Employer contribution / active EE | $1,129 | $2,218-49.1% | $3,009-62.5% | $2,596-56.5% |
| Participant deferral / active EE | $2,107 | $3,246-35.1% | $4,395-52.1% | $4,027-47.7% |
| Admin fee / account holder | $6,482 | $4,395+47.5% | $5,329+21.6% | $5,403+20.0% |