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 10-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 | $104,297 | $183,963-43.3% | $162,163-35.7% | $152,861-31.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | -32.29% | 150.76%-183.1pp | 115.59%-147.9pp | 345.32%-377.6pp |
| Employer contribution / active EE | $19,043 | $6,371+198.9% | $5,614+239.2% | $4,762+299.9% |
| Participant deferral / active EE | $13,825 | $8,034+72.1% | $7,298+89.4% | $5,850+136.3% |
| Admin fee / account holder | $491 | $13,121-96.3% | $10,843-95.5% | $11,596-95.8% |