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 | $6,962 | $93,024-92.5% | $77,024-91.0% | $134,475-94.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -25.14% | 62.60%-87.7pp | 42.32%-67.5pp | 417.96%-443.1pp |
| Employer contribution / active EE | $2,313 | $3,418-32.3% | $2,812-17.7% | $4,740-51.2% |
| Participant deferral / active EE | $4,820 | $5,238-8.0% | $4,426+8.9% | $6,400-24.7% |
| Admin fee / account holder | $437 | $6,944-93.7% | $5,425-91.9% | $11,426-96.2% |