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 | $120,728 | $138,044-12.5% | $125,339-3.7% | $134,475-10.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.73% | 750.33%-771.1pp | 572.05%-592.8pp | 417.96%-438.7pp |
| Employer contribution / active EE | $4,671 | $5,243-10.9% | $4,814-3.0% | $4,740-1.5% |
| Participant deferral / active EE | $8,194 | $7,799+5.1% | $7,446+10.0% | $6,400+28.0% |
| Admin fee / account holder | $1,542 | $11,571-86.7% | $10,010-84.6% | $11,426-86.5% |