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 | $62,951 | $80,968-22.3% | $96,544-34.8% | $75,163-16.2% |
| Participation rate | 93.1% | 71.8%+21.3pp | 76.0%+17.1pp | 67.2%+25.9pp |
| Annual return | 7.60% | 27.06%-19.5pp | 25.84%-18.2pp | 160.62%-153.0pp |
| Employer contribution / active EE | $3,900 | $2,282+70.9% | $2,965+31.5% | $2,670+46.1% |
| Participant deferral / active EE | $1,215 | $3,928-69.1% | $4,851-74.9% | $4,125-70.5% |
| Admin fee / account holder | $11,061 | $6,724+64.5% | $8,252+34.0% | $5,651+95.7% |