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 | $170,231 | $127,065+34.0% | $113,168+50.4% | $142,382+19.6% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 8.59% | 24.03%-15.4pp | 24.27%-15.7pp | 217.08%-208.5pp |
| Employer contribution / active EE | $1,129 | $3,442-67.2% | $2,975-62.0% | $4,299-73.7% |
| Participant deferral / active EE | $1,694 | $5,716-70.4% | $5,107-66.8% | $6,507-74.0% |
| Admin fee / account holder | $30,240 | $15,736+92.2% | $12,068+150.6% | $12,624+139.5% |