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 | $124,042 | $115,882+7.0% | $100,516+23.4% | $158,922-21.9% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 3.53% | 34.79%-31.3pp | 30.89%-27.4pp | 302.83%-299.3pp |
| Employer contribution / active EE | $1,077 | $4,103-73.7% | $3,418-68.5% | $4,761-77.4% |
| Participant deferral / active EE | $1,111 | $6,674-83.4% | $6,270-82.3% | $5,982-81.4% |
| Admin fee / account holder | $43,255 | $10,995+293.4% | $8,081+435.3% | $11,246+284.6% |