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 | $147,143 | $176,056-16.4% | $159,436-7.7% | $167,490-12.1% |
| Participation rate | 85.7% | 84.9%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 3.68% | 331.75%-328.1pp | 263.57%-259.9pp | 478.56%-474.9pp |
| Employer contribution / active EE | $1,641 | $5,297-69.0% | $4,829-66.0% | $4,837-66.1% |
| Participant deferral / active EE | $2,457 | $7,750-68.3% | $7,352-66.6% | $6,341-61.3% |
| Admin fee / account holder | $386 | $12,554-96.9% | $10,799-96.4% | $12,309-96.9% |