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 | $51,271 | $112,096-54.3% | $95,952-46.6% | $158,922-67.7% |
| Participation rate | 93.3% | 79.0%+14.4pp | 77.1%+16.3pp | 82.0%+11.4pp |
| Annual return | 3.68% | 171.09%-167.4pp | 91.61%-87.9pp | 302.83%-299.1pp |
| Employer contribution / active EE | $1,706 | $3,198-46.6% | $2,541-32.9% | $4,761-64.2% |
| Participant deferral / active EE | $538 | $4,784-88.8% | $4,167-87.1% | $5,982-91.0% |
| Admin fee / account holder | $4,103 | $10,130-59.5% | $6,795-39.6% | $11,246-63.5% |