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 | $15,880 | $97,757-83.8% | $83,848-81.1% | $135,375-88.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.28% | 1287.37%-1298.6pp | 850.88%-862.2pp | 519.73%-531.0pp |
| Employer contribution / active EE | $1,970 | $4,222-53.3% | $3,631-45.7% | $4,779-58.8% |
| Participant deferral / active EE | $2,983 | $4,682-36.3% | $4,082-26.9% | $5,609-46.8% |
| Admin fee / account holder | $1,560 | $6,674-76.6% | $5,478-71.5% | $10,827-85.6% |