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 | $160,466 | $189,613-15.4% | $167,512-4.2% | $142,382+12.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 5.59% | 2024.68%-2019.1pp | 1615.79%-1610.2pp | 217.08%-211.5pp |
| Employer contribution / active EE | $11,763 | $4,349+170.5% | $3,882+203.1% | $4,299+173.6% |
| Participant deferral / active EE | $20,333 | $6,981+191.2% | $6,405+217.5% | $6,507+212.5% |
| Admin fee / account holder | $1,028 | $10,528-90.2% | $9,769-89.5% | $12,624-91.9% |