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 | $67,456 | $117,841-42.8% | $102,423-34.1% | $145,922-53.8% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 7.26% | 31.65%-24.4pp | 29.32%-22.1pp | 561.29%-554.0pp |
| Employer contribution / active EE | $2,500 | $3,615-30.8% | $3,023-17.3% | $4,660-46.3% |
| Participant deferral / active EE | $1,164 | $5,731-79.7% | $5,053-77.0% | $6,688-82.6% |
| Admin fee / account holder | $2,462 | $13,326-81.5% | $9,451-74.0% | $13,397-81.6% |