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 | $81,327 | $117,841-31.0% | $102,423-20.6% | $145,922-44.3% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.8pp |
| Annual return | 6.88% | 31.65%-24.8pp | 29.32%-22.4pp | 561.29%-554.4pp |
| Employer contribution / active EE | $1,354 | $3,615-62.6% | $3,023-55.2% | $4,660-70.9% |
| Participant deferral / active EE | $1,288 | $5,731-77.5% | $5,053-74.5% | $6,688-80.7% |
| Admin fee / account holder | $17,718 | $13,326+33.0% | $9,451+87.5% | $13,397+32.3% |