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 | $29,705 | $117,841-74.8% | $102,423-71.0% | $145,922-79.6% |
| Participation rate | 78.6% | 78.6%0pp | 76.5%+2.1pp | 80.3%-1.7pp |
| Annual return | 8.59% | 31.65%-23.1pp | 29.32%-20.7pp | 561.29%-552.7pp |
| Employer contribution / active EE | $1,775 | $3,615-50.9% | $3,023-41.3% | $4,660-61.9% |
| Participant deferral / active EE | $1,534 | $5,731-73.2% | $5,053-69.6% | $6,688-77.1% |
| Admin fee / account holder | $23,025 | $13,326+72.8% | $9,451+143.6% | $13,397+71.9% |