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 | $92,524 | $165,335-44.0% | $149,696-38.2% | $158,922-41.8% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 7.38% | 348.15%-340.8pp | 276.60%-269.2pp | 302.83%-295.4pp |
| Employer contribution / active EE | $8,225 | $5,103+61.2% | $4,644+77.1% | $4,761+72.8% |
| Participant deferral / active EE | $1,710 | $7,181-76.2% | $6,842-75.0% | $5,982-71.4% |
| Admin fee / account holder | $20,131 | $10,807+86.3% | $9,309+116.3% | $11,246+79.0% |