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 | $69,352 | $83,902-17.3% | $167,512-58.6% | $84,808-18.2% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 12.07% | 91.55%-79.5pp | 1615.79%-1603.7pp | 40.90%-28.8pp |
| Employer contribution / active EE | $5,359 | $2,264+136.7% | $3,882+38.1% | $2,631+103.7% |
| Participant deferral / active EE | $846 | $4,442-81.0% | $6,405-86.8% | $4,212-79.9% |
| Admin fee / account holder | $3,187 | $7,915-59.7% | $9,769-67.4% | $7,344-56.6% |