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 | $22,470 | $77,314-70.9% | $177,989-87.4% | $80,856-72.2% |
| Participation rate | 72.0% | 65.7%+6.3pp | 77.1%-5.1pp | 67.6%+4.4pp |
| Annual return | 7.29% | 18.09%-10.8pp | 294.48%-287.2pp | 35.59%-28.3pp |
| Employer contribution / active EE | $674 | $2,292-70.6% | $3,949-82.9% | $2,755-75.5% |
| Participant deferral / active EE | $1,204 | $4,411-72.7% | $6,276-80.8% | $4,296-72.0% |
| Admin fee / account holder | $9,071 | $7,191+26.1% | $10,363-12.5% | $6,918+31.1% |