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 | $25,519 | $69,207-63.1% | $64,056-60.2% | $139,434-81.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.56% | 45.88%-39.3pp | 33.69%-27.1pp | 372.94%-366.4pp |
| Employer contribution / active EE | $3,024 | $3,182-5.0% | $2,747+10.1% | $4,751-36.4% |
| Participant deferral / active EE | $597 | $4,682-87.2% | $3,880-84.6% | $6,710-91.1% |
| Admin fee / account holder | $7,390 | $4,244+74.1% | $3,068+140.9% | $11,403-35.2% |