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 | $167,746 | $189,613-11.5% | $167,512+0.1% | $142,382+17.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 8.22% | 2024.68%-2016.5pp | 1615.79%-1607.6pp | 217.08%-208.9pp |
| Employer contribution / active EE | $9,733 | $4,349+123.8% | $3,882+150.7% | $4,299+126.4% |
| Participant deferral / active EE | $24,332 | $6,981+248.5% | $6,405+279.9% | $6,507+273.9% |
| Admin fee / account holder | $169,379 | $10,528+1508.8% | $9,769+1633.9% | $12,624+1241.8% |