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 | $22,786 | $189,613-88.0% | $167,512-86.4% | $142,382-84.0% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 10.05% | 2024.68%-2014.6pp | 1615.79%-1605.7pp | 217.08%-207.0pp |
| Employer contribution / active EE | $3,295 | $4,349-24.2% | $3,882-15.1% | $4,299-23.3% |
| Participant deferral / active EE | $2,746 | $6,981-60.7% | $6,405-57.1% | $6,507-57.8% |
| Admin fee / account holder | $17,302 | $10,528+64.3% | $9,769+77.1% | $12,624+37.1% |