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 | $67,616 | $89,739-24.7% | $149,718-54.8% | $62,292+8.5% |
| Participation rate | 89.4% | 85.1%+4.3pp | 87.1%+2.4pp | 69.5%+19.9pp |
| Annual return | 9.26% | 21.01%-11.8pp | 1501.63%-1492.4pp | 28.90%-19.6pp |
| Employer contribution / active EE | $2,795 | $3,233-13.5% | $5,445-48.7% | $2,042+36.9% |
| Participant deferral / active EE | $2,651 | $4,797-44.7% | $6,569-59.6% | $3,169-16.3% |
| Admin fee / account holder | $8,559 | $551+1452.7% | $11,283-24.1% | $479+1685.6% |