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 | $43,582 | $209,832-79.2% | $189,513-77.0% | $167,490-74.0% |
| Participation rate | 93.8% | 88.7%+5.1pp | 87.8%+5.9pp | 82.1%+11.6pp |
| Annual return | 2.53% | 748.27%-745.7pp | 555.15%-552.6pp | 478.56%-476.0pp |
| Employer contribution / active EE | $2,002 | $6,914-71.0% | $6,162-67.5% | $4,837-58.6% |
| Participant deferral / active EE | $215 | $8,935-97.6% | $8,221-97.4% | $6,341-96.6% |
| Admin fee / account holder | $2,676 | $14,293-81.3% | $12,045-77.8% | $12,309-78.3% |