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 | $191,105 | $189,613+0.8% | $167,512+14.1% | $142,382+34.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 1.95% | 2024.68%-2022.7pp | 1615.79%-1613.8pp | 217.08%-215.1pp |
| Employer contribution / active EE | $46,190 | $4,349+962.1% | $3,882+1090.0% | $4,299+974.4% |
| Participant deferral / active EE | $28,500 | $6,981+308.2% | $6,405+345.0% | $6,507+338.0% |
| Admin fee / account holder | $451,859 | $10,528+4191.9% | $9,769+4525.5% | $12,624+3479.5% |