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 | $49,999 | $133,922-62.7% | $116,228-57.0% | $142,382-64.9% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | 8.17% | 147.76%-139.6pp | 90.06%-81.9pp | 217.08%-208.9pp |
| Employer contribution / active EE | $1,229 | $3,446-64.3% | $2,994-59.0% | $4,299-71.4% |
| Participant deferral / active EE | $1,107 | $5,672-80.5% | $4,953-77.7% | $6,507-83.0% |
| Admin fee / account holder | $2,325 | $14,945-84.4% | $11,989-80.6% | $12,624-81.6% |