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 | $45,087 | $105,181-57.1% | $159,436-71.7% | $85,850-47.5% |
| Participation rate | 78.6% | 75.8%+2.8pp | 82.8%-4.3pp | 69.3%+9.3pp |
| Annual return | 8.61% | 45.07%-36.5pp | 263.57%-255.0pp | 318.53%-309.9pp |
| Employer contribution / active EE | $1,149 | $3,318-65.4% | $4,829-76.2% | $2,565-55.2% |
| Participant deferral / active EE | $1,786 | $5,945-70.0% | $7,352-75.7% | $3,952-54.8% |
| Admin fee / account holder | $1,082 | $6,933-84.4% | $10,799-90.0% | $6,260-82.7% |