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 | $117,843 | $124,319-5.2% | $111,297+5.9% | $167,490-29.6% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 7.54% | 37.44%-29.9pp | 54.65%-47.1pp | 478.56%-471.0pp |
| Employer contribution / active EE | $1,107 | $3,435-67.8% | $2,731-59.5% | $4,837-77.1% |
| Participant deferral / active EE | $1,107 | $5,180-78.6% | $4,487-75.3% | $6,341-82.5% |
| Admin fee / account holder | $2,221 | $10,618-79.1% | $7,964-72.1% | $12,309-82.0% |