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 | $119,965 | $96,635+24.1% | $86,612+38.5% | $139,434-14.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -8.01% | 106.41%-114.4pp | 591.07%-599.1pp | 372.94%-381.0pp |
| Employer contribution / active EE | $8,234 | $3,263+152.3% | $3,022+172.4% | $4,751+73.3% |
| Participant deferral / active EE | $0 | $4,836-100.0% | $4,438-100.0% | $6,710-100.0% |
| Admin fee / account holder | $3,809 | $6,408-40.6% | $5,614-32.2% | $11,403-66.6% |