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 | $101,331 | $148,534-31.8% | $135,903-25.4% | $139,434-27.3% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 11.58% | 79.19%-67.6pp | 68.23%-56.6pp | 372.94%-361.4pp |
| Employer contribution / active EE | $1,263 | $5,243-75.9% | $4,856-74.0% | $4,751-73.4% |
| Participant deferral / active EE | $2,033 | $8,100-74.9% | $7,758-73.8% | $6,710-69.7% |
| Admin fee / account holder | $40,840 | $12,400+229.4% | $10,762+279.5% | $11,403+258.2% |