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 8-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 | $7,926 | $84,402-90.6% | $61,373-87.1% | $134,475-94.1% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -24.55% | 584.55%-609.1pp | 338.61%-363.2pp | 417.96%-442.5pp |
| Employer contribution / active EE | $1,016 | $1,544-34.2% | $1,159-12.4% | $4,740-78.6% |
| Participant deferral / active EE | $1,902 | $2,819-32.5% | $2,125-10.5% | $6,400-70.3% |
| Admin fee / account holder | $1,759 | $2,585-32.0% | $2,130-17.4% | $11,426-84.6% |