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 | $39,385 | $100,041-60.6% | $149,718-73.7% | $70,131-43.8% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.1%+9.5pp | 69.5%+27.0pp |
| Annual return | 6.76% | 27.43%-20.7pp | 1501.63%-1494.9pp | 73.14%-66.4pp |
| Employer contribution / active EE | $4,025 | $3,662+9.9% | $5,445-26.1% | $2,342+71.8% |
| Participant deferral / active EE | $1,998 | $4,983-59.9% | $6,569-69.6% | $3,332-40.0% |
| Admin fee / account holder | $10,867 | $8,286+31.1% | $11,283-3.7% | $4,645+133.9% |