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 8-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 | $50,303 | $189,613-73.5% | $167,512-70.0% | $142,382-64.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 9.85% | 2024.68%-2014.8pp | 1615.79%-1605.9pp | 217.08%-207.2pp |
| Employer contribution / active EE | $738 | $4,349-83.0% | $3,882-81.0% | $4,299-82.8% |
| Participant deferral / active EE | $5,580 | $6,981-20.1% | $6,405-12.9% | $6,507-14.3% |
| Admin fee / account holder | $433 | $10,528-95.9% | $9,769-95.6% | $12,624-96.6% |