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 8-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 | $122,893 | $189,613-35.2% | $167,512-26.6% | $142,382-13.7% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 7.50% | 2024.68%-2017.2pp | 1615.79%-1608.3pp | 217.08%-209.6pp |
| Employer contribution / active EE | $2,778 | $4,349-36.1% | $3,882-28.4% | $4,299-35.4% |
| Participant deferral / active EE | $7,213 | $6,981+3.3% | $6,405+12.6% | $6,507+10.8% |
| Admin fee / account holder | $13,153 | $10,528+24.9% | $9,769+34.6% | $12,624+4.2% |