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 | $56,934 | $189,613-70.0% | $167,512-66.0% | $142,382-60.0% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 8.65% | 2024.68%-2016.0pp | 1615.79%-1607.1pp | 217.08%-208.4pp |
| Employer contribution / active EE | $4,291 | $4,349-1.3% | $3,882+10.6% | $4,299-0.2% |
| Participant deferral / active EE | $7,122 | $6,981+2.0% | $6,405+11.2% | $6,507+9.4% |
| Admin fee / account holder | $2,125 | $10,528-79.8% | $9,769-78.2% | $12,624-83.2% |