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 5-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 | $125,999 | $99,985+26.0% | $146,665-14.1% | $85,850+46.8% |
| Participation rate | 71.9% | 73.1%-1.2pp | 80.1%-8.2pp | 69.3%+2.6pp |
| Annual return | 6.01% | 18.93%-12.9pp | 22.74%-16.7pp | 318.53%-312.5pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,060 | $4,006-73.5% | $5,506-80.8% | $3,952-73.2% |
| Admin fee / account holder | $79,662 | $7,702+934.3% | $10,280+675.0% | $6,260+1172.6% |