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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,826 | $101,317-87.3% | $146,958-91.3% | $74,495-82.8% |
| Participation rate | 99.5% | 75.5%+24.0pp | 82.2%+17.4pp | 67.2%+32.3pp |
| Annual return | -44.20% | 8730.91%-8775.1pp | 418.34%-462.5pp | 1364.94%-1409.1pp |
| Employer contribution / active EE | $3,767 | $3,810-1.1% | $4,933-23.6% | $2,623+43.6% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $13,471 | $1,739+674.7% | $12,998+3.6% | $1,942+593.8% |