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 4-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 | $41,592 | $117,983-64.7% | $101,794-59.1% | $142,382-70.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 8.65% | 36.92%-28.3pp | 30.53%-21.9pp | 217.08%-208.4pp |
| Employer contribution / active EE | $2,036 | $2,773-26.6% | $2,289-11.0% | $4,299-52.6% |
| Participant deferral / active EE | $781 | $4,714-83.4% | $4,084-80.9% | $6,507-88.0% |
| Admin fee / account holder | $84,245 | $10,433+707.5% | $8,777+859.8% | $12,624+567.4% |