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 9-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 | $28,353 | $59,107-52.0% | $86,436-67.2% | $68,494-58.6% |
| Participation rate | 81.1% | 75.2%+5.8pp | 80.3%+0.8pp | 67.9%+13.2pp |
| Annual return | -19.69% | -0.23%-19.5pp | 4394.89%-4414.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $4,874 | $2,519+93.5% | $3,769+29.3% | $2,596+87.7% |
| Participant deferral / active EE | $10,693 | $5,901+81.2% | $6,952+53.8% | $4,027+165.5% |
| Admin fee / account holder | $8,256 | $5,637+46.5% | $6,731+22.7% | $5,403+52.8% |