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 7-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 | $19,002 | $59,805-68.2% | $79,550-76.1% | $68,494-72.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -24.32% | -12.30%-12.0pp | 0.16%-24.5pp | -7.84%-16.5pp |
| Employer contribution / active EE | $2,562 | $1,505+70.2% | $2,413+6.2% | $2,596-1.3% |
| Participant deferral / active EE | $3,597 | $3,024+19.0% | $3,985-9.7% | $4,027-10.7% |
| Admin fee / account holder | $2,086 | $4,835-56.9% | $6,832-69.5% | $5,403-61.4% |