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 | $165,183 | $189,613-12.9% | $167,512-1.4% | $142,382+16.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 7.03% | 2024.68%-2017.6pp | 1615.79%-1608.8pp | 217.08%-210.0pp |
| Employer contribution / active EE | $4,476 | $4,349+2.9% | $3,882+15.3% | $4,299+4.1% |
| Participant deferral / active EE | $6,340 | $6,981-9.2% | $6,405-1.0% | $6,507-2.6% |
| Admin fee / account holder | $104,817 | $10,528+895.6% | $9,769+973.0% | $12,624+730.3% |