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 | $31,970 | $189,613-83.1% | $167,512-80.9% | $142,382-77.5% |
| Participation rate | 90.9% | 80.1%+10.8pp | 77.1%+13.9pp | 80.1%+10.8pp |
| Annual return | 8.78% | 2024.68%-2015.9pp | 1615.79%-1607.0pp | 217.08%-208.3pp |
| Employer contribution / active EE | $1,602 | $4,349-63.2% | $3,882-58.7% | $4,299-62.7% |
| Participant deferral / active EE | $4,306 | $6,981-38.3% | $6,405-32.8% | $6,507-33.8% |
| Admin fee / account holder | $527 | $10,528-95.0% | $9,769-94.6% | $12,624-95.8% |