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 8-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 | $34,985 | $155,788-77.5% | $124,672-71.9% | $167,490-79.1% |
| Participation rate | 88.9% | 81.1%+7.8pp | 74.6%+14.3pp | 82.1%+6.8pp |
| Annual return | 8.27% | 17.97%-9.7pp | 5142.93%-5134.7pp | 478.56%-470.3pp |
| Employer contribution / active EE | $893 | $4,163-78.5% | $3,324-73.1% | $4,837-81.5% |
| Participant deferral / active EE | $739 | $5,673-87.0% | $4,614-84.0% | $6,341-88.3% |
| Admin fee / account holder | $23,808 | $9,531+149.8% | $7,493+217.8% | $12,309+93.4% |