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 5-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 | $15,063 | $133,958-88.8% | $112,228-86.6% | $134,475-88.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -96.79% | 47.11%-143.9pp | 27.45%-124.2pp | 417.96%-514.8pp |
| Employer contribution / active EE | $3,110 | $4,038-23.0% | $3,635-14.4% | $4,740-34.4% |
| Participant deferral / active EE | $11,911 | $5,291+125.1% | $4,728+151.9% | $6,400+86.1% |
| Admin fee / account holder | $2,232 | $7,489-70.2% | $6,410-65.2% | $11,426-80.5% |