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 | $27,413 | $183,519-85.1% | $155,509-82.4% | $145,922-81.2% |
| Participation rate | 94.7% | 82.7%+12.1pp | 78.2%+16.6pp | 80.3%+14.5pp |
| Annual return | 2.33% | 61.17%-58.8pp | 64.67%-62.3pp | 561.29%-559.0pp |
| Employer contribution / active EE | $1,833 | $5,313-65.5% | $4,672-60.8% | $4,660-60.7% |
| Participant deferral / active EE | $1,430 | $6,462-77.9% | $5,626-74.6% | $6,688-78.6% |
| Admin fee / account holder | $41,198 | $19,313+113.3% | $15,912+158.9% | $13,397+207.5% |