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 | $81,771 | $100,041-18.3% | $149,718-45.4% | $70,131+16.6% |
| Participation rate | 84.0% | 83.6%+0.4pp | 87.1%-3.1pp | 69.5%+14.5pp |
| Annual return | 12.14% | 27.43%-15.3pp | 1501.63%-1489.5pp | 73.14%-61.0pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,807 | $4,983-63.7% | $6,569-72.5% | $3,332-45.8% |
| Admin fee / account holder | $13,628 | $8,286+64.5% | $11,283+20.8% | $4,645+193.4% |