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 | $197,067 | $189,613+3.9% | $167,512+17.6% | $142,382+38.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 8.47% | 2024.68%-2016.2pp | 1615.79%-1607.3pp | 217.08%-208.6pp |
| Employer contribution / active EE | $3,688 | $4,349-15.2% | $3,882-5.0% | $4,299-14.2% |
| Participant deferral / active EE | $8,794 | $6,981+26.0% | $6,405+37.3% | $6,507+35.1% |
| Admin fee / account holder | $158,243 | $10,528+1403.0% | $9,769+1519.9% | $12,624+1153.5% |