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 | $46,071 | $189,613-75.7% | $167,512-72.5% | $142,382-67.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 7.29% | 2024.68%-2017.4pp | 1615.79%-1608.5pp | 217.08%-209.8pp |
| Employer contribution / active EE | $3,513 | $4,349-19.2% | $3,882-9.5% | $4,299-18.3% |
| Participant deferral / active EE | $8,196 | $6,981+17.4% | $6,405+28.0% | $6,507+25.9% |
| Admin fee / account holder | $2,709 | $10,528-74.3% | $9,769-72.3% | $12,624-78.5% |