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 | $16,443 | $189,613-91.3% | $167,512-90.2% | $142,382-88.5% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 8.77% | 2024.68%-2015.9pp | 1615.79%-1607.0pp | 217.08%-208.3pp |
| Employer contribution / active EE | $857 | $4,349-80.3% | $3,882-77.9% | $4,299-80.1% |
| Participant deferral / active EE | $1,659 | $6,981-76.2% | $6,405-74.1% | $6,507-74.5% |
| Admin fee / account holder | $460 | $10,528-95.6% | $9,769-95.3% | $12,624-96.4% |