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 | $17,956 | $152,509-88.2% | $117,472-84.7% | $134,475-86.6% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -26.99% | 52.99%-80.0pp | 29.74%-56.7pp | 417.96%-445.0pp |
| Employer contribution / active EE | $1,312 | $5,571-76.4% | $4,176-68.6% | $4,740-72.3% |
| Participant deferral / active EE | $2,703 | $4,818-43.9% | $4,070-33.6% | $6,400-57.8% |
| Admin fee / account holder | $342 | $7,004-95.1% | $5,645-93.9% | $11,426-97.0% |