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 | $39,557 | $189,613-79.1% | $167,512-76.4% | $142,382-72.2% |
| Participation rate | 71.4% | 80.1%-8.7pp | 77.1%-5.6pp | 80.1%-8.7pp |
| Annual return | 7.85% | 2024.68%-2016.8pp | 1615.79%-1607.9pp | 217.08%-209.2pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,118 | $6,981-41.0% | $6,405-35.7% | $6,507-36.7% |
| Admin fee / account holder | $9,275 | $10,528-11.9% | $9,769-5.1% | $12,624-26.5% |