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 | $129,804 | $189,613-31.5% | $167,512-22.5% | $142,382-8.8% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 7.70% | 2024.68%-2017.0pp | 1615.79%-1608.1pp | 217.08%-209.4pp |
| Employer contribution / active EE | $2,482 | $4,349-42.9% | $3,882-36.1% | $4,299-42.3% |
| Participant deferral / active EE | $4,390 | $6,981-37.1% | $6,405-31.5% | $6,507-32.5% |
| Admin fee / account holder | $5,312 | $10,528-49.5% | $9,769-45.6% | $12,624-57.9% |