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 | $138,004 | $95,862+44.0% | $79,550+73.5% | $134,475+2.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -25.43% | -2.69%-22.7pp | 0.16%-25.6pp | 417.96%-443.4pp |
| Employer contribution / active EE | $22,405 | $3,128+616.3% | $2,413+828.5% | $4,740+372.7% |
| Participant deferral / active EE | $58,032 | $4,693+1136.6% | $3,985+1356.2% | $6,400+806.8% |
| Admin fee / account holder | $1,535 | $9,126-83.2% | $6,832-77.5% | $11,426-86.6% |