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 | $68,486 | $171,865-60.2% | $149,718-54.3% | $147,584-53.6% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 4.70% | 2113.22%-2108.5pp | 1501.63%-1496.9pp | 578.55%-573.8pp |
| Employer contribution / active EE | $1,500 | $6,275-76.1% | $5,445-72.5% | $4,876-69.2% |
| Participant deferral / active EE | $2,409 | $7,271-66.9% | $6,569-63.3% | $5,439-55.7% |
| Admin fee / account holder | $7,910 | $13,799-42.7% | $11,283-29.9% | $10,885-27.3% |