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 | $36,931 | $112,881-67.3% | $90,951-59.4% | $158,922-76.8% |
| Participation rate | 91.7% | 74.7%+16.9pp | 69.0%+22.7pp | 82.0%+9.7pp |
| Annual return | 3.19% | 215.79%-212.6pp | 134.60%-131.4pp | 302.83%-299.6pp |
| Employer contribution / active EE | $2,500 | $2,893-13.6% | $2,122+17.8% | $4,761-47.5% |
| Participant deferral / active EE | $744 | $4,128-82.0% | $3,373-77.9% | $5,982-87.6% |
| Admin fee / account holder | $2,256 | $8,041-71.9% | $5,959-62.1% | $11,246-79.9% |