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 | $212,199 | $189,613+11.9% | $167,512+26.7% | $142,382+49.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 3.01% | 2024.68%-2021.7pp | 1615.79%-1612.8pp | 217.08%-214.1pp |
| Employer contribution / active EE | $9,485 | $4,349+118.1% | $3,882+144.3% | $4,299+120.6% |
| Participant deferral / active EE | $15,500 | $6,981+122.0% | $6,405+142.0% | $6,507+138.2% |
| Admin fee / account holder | $771,938 | $10,528+7232.1% | $9,769+7802.0% | $12,624+6015.0% |