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 | $138,133 | $110,257+25.3% | $96,544+43.1% | $139,434-0.9% |
| Participation rate | 70.0% | 78.1%-8.1pp | 76.0%-6.0pp | 80.3%-10.3pp |
| Annual return | 6.91% | 26.32%-19.4pp | 25.84%-18.9pp | 372.94%-366.0pp |
| Employer contribution / active EE | $1,406 | $3,620-61.2% | $2,965-52.6% | $4,751-70.4% |
| Participant deferral / active EE | $1,406 | $5,548-74.7% | $4,851-71.0% | $6,710-79.0% |
| Admin fee / account holder | $27,479 | $11,591+137.1% | $8,252+233.0% | $11,403+141.0% |