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 5-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 | $142,613 | $189,613-24.8% | $167,512-14.9% | $142,382+0.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | -9.95% | 2024.68%-2034.6pp | 1615.79%-1625.7pp | 217.08%-227.0pp |
| Employer contribution / active EE | $14,775 | $4,349+239.7% | $3,882+280.6% | $4,299+243.7% |
| Participant deferral / active EE | $14,025 | $6,981+100.9% | $6,405+119.0% | $6,507+115.5% |
| Admin fee / account holder | $904 | $10,528-91.4% | $9,769-90.7% | $12,624-92.8% |