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 6-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 | $61,034 | $189,613-67.8% | $167,512-63.6% | $142,382-57.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 9.07% | 2024.68%-2015.6pp | 1615.79%-1606.7pp | 217.08%-208.0pp |
| Employer contribution / active EE | $2,304 | $4,349-47.0% | $3,882-40.7% | $4,299-46.4% |
| Participant deferral / active EE | $7,467 | $6,981+7.0% | $6,405+16.6% | $6,507+14.8% |
| Admin fee / account holder | $2,783 | $10,528-73.6% | $9,769-71.5% | $12,624-78.0% |