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 | $196,784 | $148,534+32.5% | $135,903+44.8% | $139,434+41.1% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 6.41% | 79.19%-72.8pp | 68.23%-61.8pp | 372.94%-366.5pp |
| Employer contribution / active EE | $1,925 | $5,243-63.3% | $4,856-60.4% | $4,751-59.5% |
| Participant deferral / active EE | $1,057 | $8,100-86.9% | $7,758-86.4% | $6,710-84.2% |
| Admin fee / account holder | $4,567 | $12,400-63.2% | $10,762-57.6% | $11,403-59.9% |