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 | $56,384 | $110,257-48.9% | $96,544-41.6% | $139,434-59.6% |
| Participation rate | 95.2% | 78.1%+17.1pp | 76.0%+19.3pp | 80.3%+14.9pp |
| Annual return | 7.74% | 26.32%-18.6pp | 25.84%-18.1pp | 372.94%-365.2pp |
| Employer contribution / active EE | $7,068 | $3,620+95.3% | $2,965+138.4% | $4,751+48.8% |
| Participant deferral / active EE | $1,608 | $5,548-71.0% | $4,851-66.8% | $6,710-76.0% |
| Admin fee / account holder | $1,371 | $11,591-88.2% | $8,252-83.4% | $11,403-88.0% |