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 | $67,041 | $112,881-40.6% | $90,951-26.3% | $158,922-57.8% |
| Participation rate | 95.2% | 74.7%+20.5pp | 69.0%+26.2pp | 82.0%+13.3pp |
| Annual return | 4.34% | 215.79%-211.5pp | 134.60%-130.3pp | 302.83%-298.5pp |
| Employer contribution / active EE | $2,381 | $2,893-17.7% | $2,122+12.2% | $4,761-50.0% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,982-100.0% |
| Admin fee / account holder | $7,375 | $8,041-8.3% | $5,959+23.8% | $11,246-34.4% |