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 | $129,986 | $189,613-31.4% | $167,512-22.4% | $142,382-8.7% |
| Participation rate | 95.7% | 80.1%+15.5pp | 77.1%+18.6pp | 80.1%+15.5pp |
| Annual return | 9.02% | 2024.68%-2015.7pp | 1615.79%-1606.8pp | 217.08%-208.1pp |
| Employer contribution / active EE | $3,228 | $4,349-25.8% | $3,882-16.8% | $4,299-24.9% |
| Participant deferral / active EE | $7,627 | $6,981+9.3% | $6,405+19.1% | $6,507+17.2% |
| Admin fee / account holder | $94,602 | $10,528+798.6% | $9,769+868.4% | $12,624+649.4% |