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 | $141,420 | $117,859+20.0% | $102,438+38.1% | $145,959-3.1% |
| Participation rate | 95.2% | 78.6%+16.6pp | 76.5%+18.7pp | 80.3%+15.0pp |
| Annual return | -0.00% | 31.72%-31.7pp | 29.37%-29.4pp | 561.95%-562.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,511 | $5,732-73.6% | $5,054-70.1% | $6,689-77.4% |
| Admin fee / account holder | $10,651 | $13,318-20.0% | $9,448+12.7% | $13,398-20.5% |