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 4-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 | $3,536 | $88,751-96.0% | $81,812-95.7% | $145,922-97.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -775.47% | 1025.40%-1800.9pp | 773.79%-1549.3pp | 561.29%-1336.8pp |
| Employer contribution / active EE | $2,305 | $3,083-25.2% | $2,912-20.9% | $4,660-50.5% |
| Participant deferral / active EE | $2,305 | $4,643-50.4% | $4,319-46.6% | $6,688-65.5% |
| Admin fee / account holder | $1,379 | $8,415-83.6% | $7,386-81.3% | $13,397-89.7% |