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 | $101,735 | $189,613-46.3% | $167,512-39.3% | $142,382-28.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 5.64% | 2024.68%-2019.0pp | 1615.79%-1610.2pp | 217.08%-211.4pp |
| Employer contribution / active EE | $3,751 | $4,349-13.7% | $3,882-3.4% | $4,299-12.7% |
| Participant deferral / active EE | $8,556 | $6,981+22.5% | $6,405+33.6% | $6,507+31.5% |
| Admin fee / account holder | $57,651 | $10,528+447.6% | $9,769+490.1% | $12,624+356.7% |