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 | $63,888 | $117,841-45.8% | $102,423-37.6% | $145,922-56.2% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 6.74% | 31.65%-24.9pp | 29.32%-22.6pp | 561.29%-554.5pp |
| Employer contribution / active EE | $1,448 | $3,615-59.9% | $3,023-52.1% | $4,660-68.9% |
| Participant deferral / active EE | $1,010 | $5,731-82.4% | $5,053-80.0% | $6,688-84.9% |
| Admin fee / account holder | $2,803 | $13,326-79.0% | $9,451-70.3% | $13,397-79.1% |