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 8-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 | $11,427 | $102,604-88.9% | $86,188-86.7% | $139,434-91.8% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.0%+12.9pp | 80.3%+1.5pp |
| Annual return | -5.85% | 1922.51%-1928.4pp | 1168.45%-1174.3pp | 372.94%-378.8pp |
| Employer contribution / active EE | $1,199 | $3,032-60.5% | $2,380-49.6% | $4,751-74.8% |
| Participant deferral / active EE | $2,325 | $4,676-50.3% | $3,985-41.7% | $6,710-65.4% |
| Admin fee / account holder | $1,922 | $8,657-77.8% | $6,852-71.9% | $11,403-83.1% |