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 | $16,167 | $138,044-88.3% | $125,339-87.1% | $134,475-88.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -22.76% | 750.33%-773.1pp | 572.05%-594.8pp | 417.96%-440.7pp |
| Employer contribution / active EE | $1,865 | $5,243-64.4% | $4,814-61.3% | $4,740-60.7% |
| Participant deferral / active EE | $5,019 | $7,799-35.6% | $7,446-32.6% | $6,400-21.6% |
| Admin fee / account holder | $1,170 | $11,571-89.9% | $10,010-88.3% | $11,426-89.8% |