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 | $102,975 | $157,256-34.5% | $141,162-27.1% | $152,861-32.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 4.62% | 64.32%-59.7pp | 71.39%-66.8pp | 345.32%-340.7pp |
| Employer contribution / active EE | $2,343 | $5,261-55.5% | $4,735-50.5% | $4,762-50.8% |
| Participant deferral / active EE | $993 | $7,109-86.0% | $6,709-85.2% | $5,850-83.0% |
| Admin fee / account holder | $8,168 | $12,120-32.6% | $10,261-20.4% | $11,596-29.6% |