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 | $15,436 | $189,613-91.9% | $167,512-90.8% | $142,382-89.2% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 1.81% | 2024.68%-2022.9pp | 1615.79%-1614.0pp | 217.08%-215.3pp |
| Employer contribution / active EE | $1,379 | $4,349-68.3% | $3,882-64.5% | $4,299-67.9% |
| Participant deferral / active EE | $1,781 | $6,981-74.5% | $6,405-72.2% | $6,507-72.6% |
| Admin fee / account holder | $55,714 | $10,528+429.2% | $9,769+470.3% | $12,624+341.3% |