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 | $128,256 | $138,065-7.1% | $123,544+3.8% | $135,375-5.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.96% | 153.68%-166.6pp | 119.20%-132.2pp | 519.73%-532.7pp |
| Employer contribution / active EE | $15,559 | $5,151+202.0% | $4,628+236.2% | $4,779+225.6% |
| Participant deferral / active EE | $10,039 | $6,799+47.7% | $6,426+56.2% | $5,609+79.0% |
| Admin fee / account holder | $11,103 | $10,916+1.7% | $9,284+19.6% | $10,827+2.5% |