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 9-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 | $12,908 | $100,852-87.2% | $90,404-85.7% | $158,922-91.9% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | -44.56% | 1724.20%-1768.8pp | 1293.02%-1337.6pp | 302.83%-347.4pp |
| Employer contribution / active EE | $2,460 | $3,689-33.3% | $3,262-24.6% | $4,761-48.3% |
| Participant deferral / active EE | $2,820 | $4,348-35.1% | $3,963-28.8% | $5,982-52.9% |
| Admin fee / account holder | $1,826 | $6,501-71.9% | $5,611-67.5% | $11,246-83.8% |