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 | $63,813 | $189,613-66.3% | $167,512-61.9% | $142,382-55.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | -3.26% | 2024.68%-2027.9pp | 1615.79%-1619.1pp | 217.08%-220.3pp |
| Employer contribution / active EE | $7,324 | $4,349+68.4% | $3,882+88.7% | $4,299+70.4% |
| Participant deferral / active EE | $10,730 | $6,981+53.7% | $6,405+67.5% | $6,507+64.9% |
| Admin fee / account holder | $539 | $10,528-94.9% | $9,769-94.5% | $12,624-95.7% |