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 4-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 | $39,913 | $189,613-79.0% | $167,512-76.2% | $142,382-72.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 0.50% | 2024.68%-2024.2pp | 1615.79%-1615.3pp | 217.08%-216.6pp |
| Employer contribution / active EE | $3,242 | $4,349-25.4% | $3,882-16.5% | $4,299-24.6% |
| Participant deferral / active EE | $9,482 | $6,981+35.8% | $6,405+48.1% | $6,507+45.7% |
| Admin fee / account holder | $5,403 | $10,528-48.7% | $9,769-44.7% | $12,624-57.2% |