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 | $20,765 | $189,613-89.0% | $167,512-87.6% | $142,382-85.4% |
| Participation rate | 90.9% | 80.1%+10.8pp | 77.1%+13.9pp | 80.1%+10.8pp |
| Annual return | 9.77% | 2024.68%-2014.9pp | 1615.79%-1606.0pp | 217.08%-207.3pp |
| Employer contribution / active EE | $3,008 | $4,349-30.8% | $3,882-22.5% | $4,299-30.0% |
| Participant deferral / active EE | $5,854 | $6,981-16.1% | $6,405-8.6% | $6,507-10.0% |
| Admin fee / account holder | $4,931 | $10,528-53.2% | $9,769-49.5% | $12,624-60.9% |