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 | $125,479 | $142,344-11.8% | $119,609+4.9% | $134,475-6.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.89% | -12.44%-8.5pp | -14.97%-5.9pp | 417.96%-438.9pp |
| Employer contribution / active EE | $9,128 | $5,222+74.8% | $4,232+115.7% | $4,740+92.6% |
| Participant deferral / active EE | $13,929 | $6,469+115.3% | $5,602+148.6% | $6,400+117.6% |
| Admin fee / account holder | $19,455 | $13,584+43.2% | $10,323+88.5% | $11,426+70.3% |