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 | $52,098 | $189,613-72.5% | $167,512-68.9% | $142,382-63.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 9.24% | 2024.68%-2015.4pp | 1615.79%-1606.6pp | 217.08%-207.8pp |
| Employer contribution / active EE | $4,376 | $4,349+0.6% | $3,882+12.7% | $4,299+1.8% |
| Participant deferral / active EE | $3,416 | $6,981-51.1% | $6,405-46.7% | $6,507-47.5% |
| Admin fee / account holder | $19,264 | $10,528+83.0% | $9,769+97.2% | $12,624+52.6% |