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 4-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 | $20,322 | $189,613-89.3% | $167,512-87.9% | $142,382-85.7% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 8.09% | 2024.68%-2016.6pp | 1615.79%-1607.7pp | 217.08%-209.0pp |
| Employer contribution / active EE | $1,831 | $4,349-57.9% | $3,882-52.8% | $4,299-57.4% |
| Participant deferral / active EE | $3,884 | $6,981-44.4% | $6,405-39.4% | $6,507-40.3% |
| Admin fee / account holder | $611 | $10,528-94.2% | $9,769-93.7% | $12,624-95.2% |