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 | $14,218 | $95,193-85.1% | $76,523-81.4% | $135,375-89.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -10.47% | 4.85%-15.3pp | -0.27%-10.2pp | 519.73%-530.2pp |
| Employer contribution / active EE | $1,854 | $3,302-43.9% | $2,647-30.0% | $4,779-61.2% |
| Participant deferral / active EE | $3,332 | $4,639-28.2% | $3,835-13.1% | $5,609-40.6% |
| Admin fee / account holder | $335 | $6,249-94.6% | $4,848-93.1% | $10,827-96.9% |