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 | $91,966 | $189,613-51.5% | $167,512-45.1% | $142,382-35.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 0.16% | 2024.68%-2024.5pp | 1615.79%-1615.6pp | 217.08%-216.9pp |
| Employer contribution / active EE | $1,738 | $4,349-60.0% | $3,882-55.2% | $4,299-59.6% |
| Participant deferral / active EE | $3,780 | $6,981-45.9% | $6,405-41.0% | $6,507-41.9% |
| Admin fee / account holder | $145,756 | $10,528+1284.4% | $9,769+1392.0% | $12,624+1054.6% |