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 5-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 | $134,547 | $138,044-2.5% | $125,339+7.3% | $134,475+0.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.71% | 750.33%-774.0pp | 572.05%-595.8pp | 417.96%-441.7pp |
| Employer contribution / active EE | $10,875 | $5,243+107.4% | $4,814+125.9% | $4,740+129.4% |
| Participant deferral / active EE | $19,075 | $7,799+144.6% | $7,446+156.2% | $6,400+198.1% |
| Admin fee / account holder | $2,175 | $11,571-81.2% | $10,010-78.3% | $11,426-81.0% |