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 | $31,721 | $159,901-80.2% | $146,958-78.4% | $145,922-78.3% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 5.52% | 98.13%-92.6pp | 418.34%-412.8pp | 561.29%-555.8pp |
| Employer contribution / active EE | $1,283 | $5,286-75.7% | $4,933-74.0% | $4,660-72.5% |
| Participant deferral / active EE | $1,708 | $8,428-79.7% | $8,070-78.8% | $6,688-74.5% |
| Admin fee / account holder | $1,888 | $15,044-87.5% | $12,998-85.5% | $13,397-85.9% |