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 | $40,838 | $160,055-74.5% | $140,016-70.8% | $135,375-69.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -16.34% | 911.38%-927.7pp | 651.12%-667.5pp | 519.73%-536.1pp |
| Employer contribution / active EE | $13,948 | $6,420+117.3% | $5,606+148.8% | $4,779+191.9% |
| Participant deferral / active EE | $13,187 | $7,642+72.6% | $6,927+90.4% | $5,609+135.1% |
| Admin fee / account holder | $379 | $13,328-97.2% | $10,705-96.5% | $10,827-96.5% |