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 4-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 | $195,134 | $189,613+2.9% | $167,512+16.5% | $142,382+37.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 9.39% | 2024.68%-2015.3pp | 1615.79%-1606.4pp | 217.08%-207.7pp |
| Employer contribution / active EE | $3,960 | $4,349-8.9% | $3,882+2.0% | $4,299-7.9% |
| Participant deferral / active EE | $15,655 | $6,981+124.2% | $6,405+144.4% | $6,507+140.6% |
| Admin fee / account holder | $28,935 | $10,528+174.8% | $9,769+196.2% | $12,624+129.2% |