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 | $108,941 | $109,881-0.9% | $150,045-27.4% | $84,808+28.5% |
| Participation rate | 81.5% | 76.1%+5.4pp | 82.3%-0.8pp | 68.3%+13.2pp |
| Annual return | 13.83% | 28.25%-14.4pp | 62.55%-48.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,420 | $3,561-60.1% | $4,693-69.7% | $2,631-46.0% |
| Participant deferral / active EE | $2,525 | $6,636-61.9% | $7,997-68.4% | $4,212-40.0% |
| Admin fee / account holder | $2,109 | $8,568-75.4% | $13,435-84.3% | $7,344-71.3% |