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 | $192,623 | $189,613+1.6% | $167,512+15.0% | $142,382+35.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 7.15% | 2024.68%-2017.5pp | 1615.79%-1608.6pp | 217.08%-209.9pp |
| Employer contribution / active EE | $1,814 | $4,349-58.3% | $3,882-53.3% | $4,299-57.8% |
| Participant deferral / active EE | $6,457 | $6,981-7.5% | $6,405+0.8% | $6,507-0.8% |
| Admin fee / account holder | $36,719 | $10,528+248.8% | $9,769+275.9% | $12,624+190.9% |