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 | $76,373 | $189,613-59.7% | $167,512-54.4% | $142,382-46.4% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 6.22% | 2024.68%-2018.5pp | 1615.79%-1609.6pp | 217.08%-210.9pp |
| Employer contribution / active EE | $3,894 | $4,349-10.5% | $3,882+0.3% | $4,299-9.4% |
| Participant deferral / active EE | $3,955 | $6,981-43.3% | $6,405-38.2% | $6,507-39.2% |
| Admin fee / account holder | $2,000 | $10,528-81.0% | $9,769-79.5% | $12,624-84.2% |