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 | $58,238 | $57,281+1.7% | $86,612-32.8% | $75,163-22.5% |
| Participation rate | 88.3% | 63.2%+25.1pp | 71.7%+16.6pp | 67.2%+21.1pp |
| Annual return | 8.62% | 2670.75%-2662.1pp | 591.07%-582.4pp | 160.62%-152.0pp |
| Employer contribution / active EE | $9,945 | $2,314+329.7% | $3,022+229.0% | $2,670+272.5% |
| Participant deferral / active EE | $822 | $3,318-75.2% | $4,438-81.5% | $4,125-80.1% |
| Admin fee / account holder | $4,954 | $4,112+20.5% | $5,614-11.8% | $5,651-12.3% |