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 | $62,949 | $165,335-61.9% | $149,696-57.9% | $158,922-60.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.04% | 348.15%-344.1pp | 276.60%-272.6pp | 302.83%-298.8pp |
| Employer contribution / active EE | $1,178 | $5,103-76.9% | $4,644-74.6% | $4,761-75.3% |
| Participant deferral / active EE | $2,127 | $7,181-70.4% | $6,842-68.9% | $5,982-64.4% |
| Admin fee / account holder | $16,720 | $10,807+54.7% | $9,309+79.6% | $11,246+48.7% |