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 | $33,465 | $214,378-84.4% | $200,582-83.3% | $142,382-76.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 9.64% | 46.41%-36.8pp | 42.33%-32.7pp | 217.08%-207.4pp |
| Employer contribution / active EE | $1,862 | $6,841-72.8% | $6,419-71.0% | $4,299-56.7% |
| Participant deferral / active EE | $113 | $9,865-98.9% | $9,331-98.8% | $6,507-98.3% |
| Admin fee / account holder | $1,010 | $17,692-94.3% | $16,305-93.8% | $12,624-92.0% |