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 | $171,006 | $189,613-9.8% | $167,512+2.1% | $142,382+20.1% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 8.80% | 2024.68%-2015.9pp | 1615.79%-1607.0pp | 217.08%-208.3pp |
| Employer contribution / active EE | $3,899 | $4,349-10.3% | $3,882+0.5% | $4,299-9.3% |
| Participant deferral / active EE | $6,603 | $6,981-5.4% | $6,405+3.1% | $6,507+1.5% |
| Admin fee / account holder | $70,444 | $10,528+569.1% | $9,769+621.1% | $12,624+458.0% |