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 | $52,517 | $189,613-72.3% | $167,512-68.6% | $142,382-63.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 7.06% | 2024.68%-2017.6pp | 1615.79%-1608.7pp | 217.08%-210.0pp |
| Employer contribution / active EE | $6,121 | $4,349+40.8% | $3,882+57.7% | $4,299+42.4% |
| Participant deferral / active EE | $9,872 | $6,981+41.4% | $6,405+54.1% | $6,507+51.7% |
| Admin fee / account holder | $34,712 | $10,528+229.7% | $9,769+255.3% | $12,624+175.0% |