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 | $132,634-62.3% | $115,768-56.8% | $137,256-63.6% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.4%+11.3pp | 80.0%+5.8pp |
| Annual return | 8.17% | 160.70%-152.5pp | 100.46%-92.3pp | 220.34%-212.2pp |
| Employer contribution / active EE | $1,229 | $3,360-63.4% | $2,940-58.2% | $4,156-70.4% |
| Participant deferral / active EE | $1,107 | $5,619-80.3% | $4,917-77.5% | $6,407-82.7% |
| Admin fee / account holder | $2,325 | $15,028-84.5% | $12,439-81.3% | $12,270-81.1% |