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 | $35,098 | $100,773-65.2% | $88,946-60.5% | $142,382-75.3% |
| Participation rate | 73.7% | 74.3%-0.6pp | 68.8%+4.8pp | 80.1%-6.4pp |
| Annual return | 6.72% | 70.18%-63.5pp | 57.82%-51.1pp | 217.08%-210.4pp |
| Employer contribution / active EE | $8,329 | $2,918+185.5% | $2,555+226.0% | $4,299+93.7% |
| Participant deferral / active EE | $487 | $5,230-90.7% | $4,581-89.4% | $6,507-92.5% |
| Admin fee / account holder | $49,812 | $9,693+413.9% | $8,261+503.0% | $12,624+294.6% |