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 | $68,166 | $183,963-62.9% | $162,163-58.0% | $152,861-55.4% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.6%+7.2pp | 82.4%+12.3pp |
| Annual return | 10.11% | 150.76%-140.6pp | 115.59%-105.5pp | 345.32%-335.2pp |
| Employer contribution / active EE | $2,792 | $6,371-56.2% | $5,614-50.3% | $4,762-41.4% |
| Participant deferral / active EE | $2,361 | $8,034-70.6% | $7,298-67.6% | $5,850-59.6% |
| Admin fee / account holder | $21,407 | $13,121+63.1% | $10,843+97.4% | $11,596+84.6% |