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 5-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 | $26,822 | $189,613-85.9% | $167,512-84.0% | $142,382-81.2% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 8.67% | 2024.68%-2016.0pp | 1615.79%-1607.1pp | 217.08%-208.4pp |
| Employer contribution / active EE | $1,558 | $4,349-64.2% | $3,882-59.9% | $4,299-63.8% |
| Participant deferral / active EE | $2,989 | $6,981-57.2% | $6,405-53.3% | $6,507-54.1% |
| Admin fee / account holder | $16,496 | $10,528+56.7% | $9,769+68.9% | $12,624+30.7% |