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 9-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 | $70,484 | $189,613-62.8% | $167,512-57.9% | $142,382-50.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 9.29% | 2024.68%-2015.4pp | 1615.79%-1606.5pp | 217.08%-207.8pp |
| Employer contribution / active EE | $670 | $4,349-84.6% | $3,882-82.7% | $4,299-84.4% |
| Participant deferral / active EE | $3,541 | $6,981-49.3% | $6,405-44.7% | $6,507-45.6% |
| Admin fee / account holder | $5,679 | $10,528-46.1% | $9,769-41.9% | $12,624-55.0% |