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 | $51,352 | $189,613-72.9% | $167,512-69.3% | $142,382-63.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 5.88% | 2024.68%-2018.8pp | 1615.79%-1609.9pp | 217.08%-211.2pp |
| Employer contribution / active EE | $4,033 | $4,349-7.3% | $3,882+3.9% | $4,299-6.2% |
| Participant deferral / active EE | $0 | $6,981-100.0% | $6,405-100.0% | $6,507-100.0% |
| Admin fee / account holder | $15,352 | $10,528+45.8% | $9,769+57.2% | $12,624+21.6% |