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 | $73,794 | $189,613-61.1% | $167,512-55.9% | $142,382-48.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 9.61% | 2024.68%-2015.1pp | 1615.79%-1606.2pp | 217.08%-207.5pp |
| Employer contribution / active EE | $3,133 | $4,349-28.0% | $3,882-19.3% | $4,299-27.1% |
| Participant deferral / active EE | $6,912 | $6,981-1.0% | $6,405+7.9% | $6,507+6.2% |
| Admin fee / account holder | $2,263 | $10,528-78.5% | $9,769-76.8% | $12,624-82.1% |