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 | $74,501 | $171,865-56.7% | $149,718-50.2% | $147,584-49.5% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 8.89% | 2113.22%-2104.3pp | 1501.63%-1492.7pp | 578.55%-569.7pp |
| Employer contribution / active EE | $2,788 | $6,275-55.6% | $5,445-48.8% | $4,876-42.8% |
| Participant deferral / active EE | $2,438 | $7,271-66.5% | $6,569-62.9% | $5,439-55.2% |
| Admin fee / account holder | $2,062 | $13,799-85.1% | $11,283-81.7% | $10,885-81.1% |