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 | $175,921 | $138,044+27.4% | $125,339+40.4% | $134,475+30.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.82% | 750.33%-774.1pp | 572.05%-595.9pp | 417.96%-441.8pp |
| Employer contribution / active EE | $15,458 | $5,243+194.8% | $4,814+221.1% | $4,740+226.1% |
| Participant deferral / active EE | $12,569 | $7,799+61.2% | $7,446+68.8% | $6,400+96.4% |
| Admin fee / account holder | $641 | $11,571-94.5% | $10,010-93.6% | $11,426-94.4% |