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 | $71,049 | $201,272-64.7% | $184,203-61.4% | $145,922-51.3% |
| Participation rate | 94.7% | 87.5%+7.2pp | 86.8%+7.9pp | 80.3%+14.5pp |
| Annual return | 9.26% | 29.00%-19.7pp | 28.81%-19.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $2,320 | $7,022-67.0% | $6,427-63.9% | $4,660-50.2% |
| Participant deferral / active EE | $2,693 | $9,806-72.5% | $9,131-70.5% | $6,688-59.7% |
| Admin fee / account holder | $14,894 | $16,364-9.0% | $13,901+7.1% | $13,397+11.2% |