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 | $30,778 | $104,251-70.5% | $91,001-66.2% | $147,584-79.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 3.70% | 27.06%-23.4pp | 4.60%-0.9pp | 578.55%-574.8pp |
| Employer contribution / active EE | $2,107 | $3,116-32.4% | $2,456-14.2% | $4,876-56.8% |
| Participant deferral / active EE | $1,025 | $4,195-75.6% | $3,547-71.1% | $5,439-81.1% |
| Admin fee / account holder | $7,400 | $8,948-17.3% | $5,417+36.6% | $10,885-32.0% |