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 3-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 | $34,267 | $189,613-81.9% | $167,512-79.5% | $142,382-75.9% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.1%+10.4pp | 80.1%+7.4pp |
| Annual return | 10.16% | 2024.68%-2014.5pp | 1615.79%-1605.6pp | 217.08%-206.9pp |
| Employer contribution / active EE | $2,322 | $4,349-46.6% | $3,882-40.2% | $4,299-46.0% |
| Participant deferral / active EE | $4,276 | $6,981-38.8% | $6,405-33.2% | $6,507-34.3% |
| Admin fee / account holder | $34,943 | $10,528+231.9% | $9,769+257.7% | $12,624+176.8% |