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 | $35,938 | $138,044-74.0% | $125,339-71.3% | $134,475-73.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -43.62% | 750.33%-794.0pp | 572.05%-615.7pp | 417.96%-461.6pp |
| Employer contribution / active EE | $20,890 | $5,243+298.4% | $4,814+334.0% | $4,740+340.7% |
| Participant deferral / active EE | $12,316 | $7,799+57.9% | $7,446+65.4% | $6,400+92.4% |
| Admin fee / account holder | $344 | $11,571-97.0% | $10,010-96.6% | $11,426-97.0% |