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 | $89,546 | $160,055-44.1% | $140,016-36.0% | $135,375-33.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -13.17% | 911.38%-924.6pp | 651.12%-664.3pp | 519.73%-532.9pp |
| Employer contribution / active EE | $17,183 | $6,420+167.6% | $5,606+206.5% | $4,779+259.6% |
| Participant deferral / active EE | $11,879 | $7,642+55.4% | $6,927+71.5% | $5,609+111.8% |
| Admin fee / account holder | $97,887 | $13,328+634.4% | $10,705+814.4% | $10,827+804.1% |