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 | $193,639 | $189,613+2.1% | $167,512+15.6% | $142,382+36.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 3.37% | 2024.68%-2021.3pp | 1615.79%-1612.4pp | 217.08%-213.7pp |
| Employer contribution / active EE | $6,968 | $4,349+60.2% | $3,882+79.5% | $4,299+62.1% |
| Participant deferral / active EE | $10,289 | $6,981+47.4% | $6,405+60.6% | $6,507+58.1% |
| Admin fee / account holder | $642 | $10,528-93.9% | $9,769-93.4% | $12,624-94.9% |