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 | $74,243 | $60,124+23.5% | $90,404-17.9% | $79,858-7.0% |
| Participation rate | 85.7% | 65.0%+20.7pp | 72.7%+13.0pp | 69.6%+16.1pp |
| Annual return | 5.31% | 71.94%-66.6pp | 1293.02%-1287.7pp | 31.71%-26.4pp |
| Employer contribution / active EE | $518 | $2,068-75.0% | $3,262-84.1% | $2,471-79.1% |
| Participant deferral / active EE | $632 | $2,938-78.5% | $3,963-84.1% | $3,740-83.1% |
| Admin fee / account holder | $6,276 | $3,976+57.8% | $5,611+11.9% | $5,306+18.3% |