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 | $13,035 | $44,103-70.4% | $75,826-82.8% | $64,186-79.7% |
| Participation rate | 100.0% | 62.7%+37.3pp | 68.2%+31.8pp | 69.6%+30.4pp |
| Annual return | -10.13% | -4.72%-5.4pp | 1914.15%-1924.3pp | 7.63%-17.8pp |
| Employer contribution / active EE | $1,945 | $1,446+34.5% | $1,913+1.6% | $2,381-18.3% |
| Participant deferral / active EE | $3,607 | $2,204+63.6% | $2,862+26.0% | $3,470+4.0% |
| Admin fee / account holder | $2,165 | $3,506-38.3% | $4,726-54.2% | $4,888-55.7% |