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 | $146,310 | $92,703+57.8% | $82,719+76.9% | $134,475+8.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.06% | 944.92%-967.0pp | 701.18%-723.2pp | 417.96%-440.0pp |
| Employer contribution / active EE | $13,196 | $3,274+303.1% | $3,009+338.6% | $4,740+178.4% |
| Participant deferral / active EE | $9,046 | $4,802+88.4% | $4,395+105.8% | $6,400+41.4% |
| Admin fee / account holder | $63,240 | $5,983+957.1% | $5,329+1086.7% | $11,426+453.5% |