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 | $37,098 | $189,613-80.4% | $167,512-77.9% | $142,382-73.9% |
| Participation rate | 92.9% | 80.1%+12.7pp | 77.1%+15.8pp | 80.1%+12.7pp |
| Annual return | 9.72% | 2024.68%-2015.0pp | 1615.79%-1606.1pp | 217.08%-207.4pp |
| Employer contribution / active EE | $4,265 | $4,349-1.9% | $3,882+9.9% | $4,299-0.8% |
| Participant deferral / active EE | $4,720 | $6,981-32.4% | $6,405-26.3% | $6,507-27.5% |
| Admin fee / account holder | $14,551 | $10,528+38.2% | $9,769+48.9% | $12,624+15.3% |