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 7-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 | $90,655 | $157,256-42.4% | $141,162-35.8% | $152,861-40.7% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.4%-12.4pp |
| Annual return | 0.98% | 64.32%-63.3pp | 71.39%-70.4pp | 345.32%-344.3pp |
| Employer contribution / active EE | $1,154 | $5,261-78.1% | $4,735-75.6% | $4,762-75.8% |
| Participant deferral / active EE | $2,061 | $7,109-71.0% | $6,709-69.3% | $5,850-64.8% |
| Admin fee / account holder | $930 | $12,120-92.3% | $10,261-90.9% | $11,596-92.0% |