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 | $126,285 | $189,613-33.4% | $167,512-24.6% | $142,382-11.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 5.33% | 2024.68%-2019.3pp | 1615.79%-1610.5pp | 217.08%-211.7pp |
| Employer contribution / active EE | $993 | $4,349-77.2% | $3,882-74.4% | $4,299-76.9% |
| Participant deferral / active EE | $7,919 | $6,981+13.4% | $6,405+23.7% | $6,507+21.7% |
| Admin fee / account holder | $1,491 | $10,528-85.8% | $9,769-84.7% | $12,624-88.2% |