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 3-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 | $12,103 | $189,613-93.6% | $167,512-92.8% | $142,382-91.5% |
| Participation rate | 94.4% | 80.1%+14.3pp | 77.1%+17.4pp | 80.1%+14.3pp |
| Annual return | 5.22% | 2024.68%-2019.5pp | 1615.79%-1610.6pp | 217.08%-211.9pp |
| Employer contribution / active EE | $1,006 | $4,349-76.9% | $3,882-74.1% | $4,299-76.6% |
| Participant deferral / active EE | $3,043 | $6,981-56.4% | $6,405-52.5% | $6,507-53.2% |
| Admin fee / account holder | $1,129 | $10,528-89.3% | $9,769-88.4% | $12,624-91.1% |