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 | $169,834 | $99,032+71.5% | $80,019+112.2% | $135,375+25.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -13.58% | 15.39%-29.0pp | 11.22%-24.8pp | 519.73%-533.3pp |
| Employer contribution / active EE | $5,556 | $3,043+82.5% | $2,468+125.1% | $4,779+16.3% |
| Participant deferral / active EE | $10,943 | $4,282+155.6% | $3,686+196.9% | $5,609+95.1% |
| Admin fee / account holder | $1,494 | $10,436-85.7% | $6,521-77.1% | $10,827-86.2% |