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 4-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 | $16,765 | $177,572-90.6% | $154,803-89.2% | $142,382-88.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -0.66% | 65.07%-65.7pp | 58.88%-59.5pp | 217.08%-217.7pp |
| Employer contribution / active EE | $1,290 | $4,810-73.2% | $4,305-70.0% | $4,299-70.0% |
| Participant deferral / active EE | $7,944 | $6,272+26.7% | $5,540+43.4% | $6,507+22.1% |
| Admin fee / account holder | $15,724 | $16,786-6.3% | $14,329+9.7% | $12,624+24.6% |