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 | $89,673 | $115,770-22.5% | $101,248-11.4% | $158,922-43.6% |
| Participation rate | 76.2% | 79.4%-3.2pp | 75.8%+0.4pp | 82.0%-5.8pp |
| Annual return | 3.09% | 56.14%-53.0pp | 46.47%-43.4pp | 302.83%-299.7pp |
| Employer contribution / active EE | $16,028 | $4,175+284.0% | $3,660+338.0% | $4,761+236.6% |
| Participant deferral / active EE | $291 | $4,957-94.1% | $4,370-93.3% | $5,982-95.1% |
| Admin fee / account holder | $66,769 | $7,245+821.6% | $5,945+1023.0% | $11,246+493.7% |