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 10-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 | $43,639 | $101,283-56.9% | $75,826-42.4% | $135,375-67.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -10.09% | 3384.62%-3394.7pp | 1914.15%-1924.2pp | 519.73%-529.8pp |
| Employer contribution / active EE | $647 | $2,382-72.8% | $1,913-66.2% | $4,779-86.5% |
| Participant deferral / active EE | $1,559 | $3,469-55.1% | $2,862-45.5% | $5,609-72.2% |
| Admin fee / account holder | $755 | $6,539-88.5% | $4,726-84.0% | $10,827-93.0% |