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 | $20,805 | $138,065-84.9% | $123,544-83.2% | $135,375-84.6% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -13.13% | 153.68%-166.8pp | 119.20%-132.3pp | 519.73%-532.9pp |
| Employer contribution / active EE | $7,449 | $5,151+44.6% | $4,628+61.0% | $4,779+55.9% |
| Participant deferral / active EE | $2,965 | $6,799-56.4% | $6,426-53.9% | $5,609-47.1% |
| Admin fee / account holder | $584 | $10,916-94.7% | $9,284-93.7% | $10,827-94.6% |