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 | $17,800 | $90,600-80.4% | $79,464-77.6% | $135,375-86.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -18.66% | 977.43%-996.1pp | 718.14%-736.8pp | 519.73%-538.4pp |
| Employer contribution / active EE | $3,293 | $3,068+7.3% | $2,800+17.6% | $4,779-31.1% |
| Participant deferral / active EE | $15,665 | $4,050+286.8% | $3,704+322.9% | $5,609+179.3% |
| Admin fee / account holder | $756 | $5,907-87.2% | $5,113-85.2% | $10,827-93.0% |