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 | $45,807 | $157,256-70.9% | $141,162-67.6% | $152,861-70.0% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | -1.24% | 64.32%-65.6pp | 71.39%-72.6pp | 345.32%-346.6pp |
| Employer contribution / active EE | $6,157 | $5,261+17.0% | $4,735+30.0% | $4,762+29.3% |
| Participant deferral / active EE | $1,782 | $7,109-74.9% | $6,709-73.4% | $5,850-69.5% |
| Admin fee / account holder | $13,827 | $12,120+14.1% | $10,261+34.7% | $11,596+19.2% |