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 8-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 | $116,759 | $97,757+19.4% | $83,848+39.3% | $135,375-13.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -12.84% | 1287.37%-1300.2pp | 850.88%-863.7pp | 519.73%-532.6pp |
| Employer contribution / active EE | $18,250 | $4,222+332.3% | $3,631+402.6% | $4,779+281.9% |
| Participant deferral / active EE | $12,250 | $4,682+161.6% | $4,082+200.1% | $5,609+118.4% |
| Admin fee / account holder | $1,675 | $6,674-74.9% | $5,478-69.4% | $10,827-84.5% |