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 | $55,103 | $189,613-70.9% | $167,512-67.1% | $142,382-61.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | -0.74% | 2024.68%-2025.4pp | 1615.79%-1616.5pp | 217.08%-217.8pp |
| Employer contribution / active EE | $4,014 | $4,349-7.7% | $3,882+3.4% | $4,299-6.6% |
| Participant deferral / active EE | $7,175 | $6,981+2.8% | $6,405+12.0% | $6,507+10.3% |
| Admin fee / account holder | $633 | $10,528-94.0% | $9,769-93.5% | $12,624-95.0% |