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 8-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 | $17,074 | $48,265-64.6% | $68,791-75.2% | $68,494-75.1% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -25.45% | -12.71%-12.7pp | -6.38%-19.1pp | -7.84%-17.6pp |
| Employer contribution / active EE | $1,683 | $1,829-8.0% | $2,655-36.6% | $2,596-35.2% |
| Participant deferral / active EE | $4,077 | $2,867+42.2% | $3,941+3.4% | $4,027+1.2% |
| Admin fee / account holder | $2,140 | $4,355-50.9% | $4,932-56.6% | $5,403-60.4% |