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 | $6,968 | $30,400-77.1% | $53,898-87.1% | $84,808-91.8% |
| Participation rate | 75.0% | 46.4%+28.6pp | 55.0%+20.0pp | 68.3%+6.7pp |
| Annual return | 11.25% | 500.19%-488.9pp | 528.60%-517.4pp | 40.90%-29.6pp |
| Employer contribution / active EE | $473 | $603-21.5% | $932-49.2% | $2,631-82.0% |
| Participant deferral / active EE | $483 | $1,199-59.7% | $1,826-73.6% | $4,212-88.5% |
| Admin fee / account holder | $2,432 | $1,993+22.0% | $2,491-2.3% | $7,344-66.9% |