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 10-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,418 | $72,400-4.1% | $67,502+2.8% | $145,922-52.4% |
| Participation rate | 76.9% | 76.9%+0.1pp | 72.9%+4.0pp | 80.3%-3.4pp |
| Annual return | 7.87% | 7182.46%-7174.6pp | 3512.12%-3504.3pp | 561.29%-553.4pp |
| Employer contribution / active EE | $1,307 | $3,069-57.4% | $2,731-52.1% | $4,660-72.0% |
| Participant deferral / active EE | $138 | $4,783-97.1% | $4,000-96.5% | $6,688-97.9% |
| Admin fee / account holder | $2,873 | $5,539-48.1% | $3,998-28.1% | $13,397-78.6% |