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 | $64,120 | $117,841-45.6% | $102,423-37.4% | $145,922-56.1% |
| Participation rate | 95.2% | 78.6%+16.7pp | 76.5%+18.7pp | 80.3%+15.0pp |
| Annual return | 6.38% | 31.65%-25.3pp | 29.32%-22.9pp | 561.29%-554.9pp |
| Employer contribution / active EE | $7,876 | $3,615+117.9% | $3,023+160.5% | $4,660+69.0% |
| Participant deferral / active EE | $1,423 | $5,731-75.2% | $5,053-71.8% | $6,688-78.7% |
| Admin fee / account holder | $1,387 | $13,326-89.6% | $9,451-85.3% | $13,397-89.6% |