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 | $111,921 | $189,613-41.0% | $167,512-33.2% | $142,382-21.4% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 5.87% | 2024.68%-2018.8pp | 1615.79%-1609.9pp | 217.08%-211.2pp |
| Employer contribution / active EE | $1,589 | $4,349-63.5% | $3,882-59.1% | $4,299-63.0% |
| Participant deferral / active EE | $11,122 | $6,981+59.3% | $6,405+73.7% | $6,507+70.9% |
| Admin fee / account holder | $715 | $10,528-93.2% | $9,769-92.7% | $12,624-94.3% |