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 | $48,603 | $189,613-74.4% | $167,512-71.0% | $142,382-65.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 1.53% | 2024.68%-2023.1pp | 1615.79%-1614.3pp | 217.08%-215.5pp |
| Employer contribution / active EE | $27,492 | $4,349+532.2% | $3,882+608.3% | $4,299+539.5% |
| Participant deferral / active EE | $18,300 | $6,981+162.1% | $6,405+185.7% | $6,507+181.2% |
| Admin fee / account holder | $117,309 | $10,528+1014.2% | $9,769+1100.8% | $12,624+829.3% |