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 | $35,375 | $183,519-80.7% | $155,509-77.3% | $145,922-75.8% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 7.32% | 61.17%-53.8pp | 64.67%-57.3pp | 561.29%-554.0pp |
| Employer contribution / active EE | $2,504 | $5,313-52.9% | $4,672-46.4% | $4,660-46.3% |
| Participant deferral / active EE | $1,452 | $6,462-77.5% | $5,626-74.2% | $6,688-78.3% |
| Admin fee / account holder | $1,304 | $19,313-93.2% | $15,912-91.8% | $13,397-90.3% |