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 | $196,171 | $165,335+18.7% | $149,696+31.0% | $158,922+23.4% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | -6.83% | 348.15%-355.0pp | 276.60%-283.4pp | 302.83%-309.7pp |
| Employer contribution / active EE | $2,468 | $5,103-51.6% | $4,644-46.9% | $4,761-48.2% |
| Participant deferral / active EE | $2,010 | $7,181-72.0% | $6,842-70.6% | $5,982-66.4% |
| Admin fee / account holder | $3,090 | $10,807-71.4% | $9,309-66.8% | $11,246-72.5% |