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 | $39,474 | $65,561-39.8% | $86,188-54.2% | $75,163-47.5% |
| Participation rate | 78.8% | 60.5%+18.3pp | 69.0%+9.9pp | 67.2%+11.6pp |
| Annual return | 12.62% | 46.05%-33.4pp | 1168.45%-1155.8pp | 160.62%-148.0pp |
| Employer contribution / active EE | $2,814 | $1,553+81.2% | $2,380+18.2% | $2,670+5.4% |
| Participant deferral / active EE | $567 | $3,024-81.2% | $3,985-85.8% | $4,125-86.2% |
| Admin fee / account holder | $10,888 | $5,474+98.9% | $6,852+58.9% | $5,651+92.7% |