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 | $146,004 | $159,602-8.5% | $150,045-2.7% | $142,382+2.5% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 11.32% | 70.24%-58.9pp | 62.55%-51.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $2,369 | $4,961-52.2% | $4,693-49.5% | $4,299-44.9% |
| Participant deferral / active EE | $1,789 | $8,310-78.5% | $7,997-77.6% | $6,507-72.5% |
| Admin fee / account holder | $78,974 | $14,846+431.9% | $13,435+487.8% | $12,624+525.6% |