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 | $141,168 | $108,919+29.6% | $100,391+40.6% | $145,922-3.3% |
| Participation rate | 70.8% | 82.9%-12.1pp | 81.5%-10.6pp | 80.3%-9.4pp |
| Annual return | 7.60% | 57.88%-50.3pp | 49.20%-41.6pp | 561.29%-553.7pp |
| Employer contribution / active EE | $631 | $4,419-85.7% | $3,942-84.0% | $4,660-86.5% |
| Participant deferral / active EE | $1,548 | $8,445-81.7% | $8,082-80.9% | $6,688-76.9% |
| Admin fee / account holder | $21,058 | $9,689+117.3% | $7,899+166.6% | $13,397+57.2% |