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 6-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 | $30,356 | $138,044-78.0% | $125,339-75.8% | $134,475-77.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.05% | 750.33%-775.4pp | 572.05%-597.1pp | 417.96%-443.0pp |
| Employer contribution / active EE | $1,530 | $5,243-70.8% | $4,814-68.2% | $4,740-67.7% |
| Participant deferral / active EE | $5,439 | $7,799-30.3% | $7,446-27.0% | $6,400-15.0% |
| Admin fee / account holder | $4,035 | $11,571-65.1% | $10,010-59.7% | $11,426-64.7% |