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 | $16,911 | $189,613-91.1% | $167,512-89.9% | $142,382-88.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 10.11% | 2024.68%-2014.6pp | 1615.79%-1605.7pp | 217.08%-207.0pp |
| Employer contribution / active EE | $5,742 | $4,349+32.0% | $3,882+47.9% | $4,299+33.6% |
| Participant deferral / active EE | $8,843 | $6,981+26.7% | $6,405+38.1% | $6,507+35.9% |
| Admin fee / account holder | $11,216 | $10,528+6.5% | $9,769+14.8% | $12,624-11.2% |