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 | $15,970 | $96,635-83.5% | $86,612-81.6% | $139,434-88.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -0.46% | 106.41%-106.9pp | 591.07%-591.5pp | 372.94%-373.4pp |
| Employer contribution / active EE | $1,789 | $3,263-45.2% | $3,022-40.8% | $4,751-62.3% |
| Participant deferral / active EE | $3,349 | $4,836-30.7% | $4,438-24.5% | $6,710-50.1% |
| Admin fee / account holder | $151,428 | $6,408+2263.2% | $5,614+2597.2% | $11,403+1228.0% |