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 | $40,622 | $183,519-77.9% | $155,509-73.9% | $145,922-72.2% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 8.24% | 61.17%-52.9pp | 64.67%-56.4pp | 561.29%-553.0pp |
| Employer contribution / active EE | $1,069 | $5,313-79.9% | $4,672-77.1% | $4,660-77.1% |
| Participant deferral / active EE | $910 | $6,462-85.9% | $5,626-83.8% | $6,688-86.4% |
| Admin fee / account holder | $68,601 | $19,313+255.2% | $15,912+331.1% | $13,397+412.1% |