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 | $72,963 | $214,378-66.0% | $200,582-63.6% | $142,382-48.8% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 6.47% | 46.41%-39.9pp | 42.33%-35.9pp | 217.08%-210.6pp |
| Employer contribution / active EE | $2,585 | $6,841-62.2% | $6,419-59.7% | $4,299-39.9% |
| Participant deferral / active EE | $2,785 | $9,865-71.8% | $9,331-70.2% | $6,507-57.2% |
| Admin fee / account holder | $521 | $17,692-97.1% | $16,305-96.8% | $12,624-95.9% |