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 | $113,767 | $137,414-17.2% | $189,513-40.0% | $85,850+32.5% |
| Participation rate | 93.9% | 84.6%+9.3pp | 87.8%+6.1pp | 69.3%+24.6pp |
| Annual return | 7.72% | 38.14%-30.4pp | 555.15%-547.4pp | 318.53%-310.8pp |
| Employer contribution / active EE | $3,287 | $4,344-24.3% | $6,162-46.6% | $2,565+28.2% |
| Participant deferral / active EE | $2,219 | $6,260-64.5% | $8,221-73.0% | $3,952-43.8% |
| Admin fee / account holder | $12,323 | $8,630+42.8% | $12,045+2.3% | $6,260+96.9% |