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 | $200,009 | $189,613+5.5% | $167,512+19.4% | $142,382+40.5% |
| Participation rate | 94.4% | 80.1%+14.3pp | 77.1%+17.4pp | 80.1%+14.3pp |
| Annual return | 9.79% | 2024.68%-2014.9pp | 1615.79%-1606.0pp | 217.08%-207.3pp |
| Employer contribution / active EE | $8,872 | $4,349+104.0% | $3,882+128.6% | $4,299+106.4% |
| Participant deferral / active EE | $6,826 | $6,981-2.2% | $6,405+6.6% | $6,507+4.9% |
| Admin fee / account holder | $23,323 | $10,528+121.5% | $9,769+138.7% | $12,624+84.8% |