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 | $6,709 | $93,024-92.8% | $77,024-91.3% | $134,475-95.0% |
| Participation rate | 87.5% | 74.5%+13.0pp | 67.9%+19.6pp | 81.2%+6.3pp |
| Annual return | -57.82% | 62.60%-120.4pp | 42.32%-100.1pp | 417.96%-475.8pp |
| Employer contribution / active EE | $2,943 | $3,418-13.9% | $2,812+4.7% | $4,740-37.9% |
| Participant deferral / active EE | $3,742 | $5,238-28.6% | $4,426-15.5% | $6,400-41.5% |
| Admin fee / account holder | $471 | $6,944-93.2% | $5,425-91.3% | $11,426-95.9% |