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 | $98,605 | $175,202-43.7% | $149,673-34.1% | $139,434-29.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 8.07% | 166.71%-158.6pp | 134.42%-126.3pp | 372.94%-364.9pp |
| Employer contribution / active EE | $15,642 | $5,474+185.7% | $4,818+224.7% | $4,751+229.3% |
| Participant deferral / active EE | $511 | $6,519-92.2% | $5,680-91.0% | $6,710-92.4% |
| Admin fee / account holder | $6,135 | $16,150-62.0% | $13,210-53.6% | $11,403-46.2% |