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 | $97,068 | $92,703+4.7% | $82,719+17.3% | $134,475-27.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.85% | 944.92%-968.8pp | 701.18%-725.0pp | 417.96%-441.8pp |
| Employer contribution / active EE | $9,381 | $3,274+186.5% | $3,009+211.8% | $4,740+97.9% |
| Participant deferral / active EE | $3,905 | $4,802-18.7% | $4,395-11.2% | $6,400-39.0% |
| Admin fee / account holder | $481 | $5,983-92.0% | $5,329-91.0% | $11,426-95.8% |