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 | $71,135 | $117,841-39.6% | $102,423-30.5% | $145,922-51.3% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 3.11% | 31.65%-28.5pp | 29.32%-26.2pp | 561.29%-558.2pp |
| Employer contribution / active EE | $5,000 | $3,615+38.3% | $3,023+65.4% | $4,660+7.3% |
| Participant deferral / active EE | $1,393 | $5,731-75.7% | $5,053-72.4% | $6,688-79.2% |
| Admin fee / account holder | $157,599 | $13,326+1082.6% | $9,451+1567.6% | $13,397+1076.4% |