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 | $112,553 | $157,256-28.4% | $141,162-20.3% | $152,861-26.4% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 6.09% | 64.32%-58.2pp | 71.39%-65.3pp | 345.32%-339.2pp |
| Employer contribution / active EE | $1,230 | $5,261-76.6% | $4,735-74.0% | $4,762-74.2% |
| Participant deferral / active EE | $2,038 | $7,109-71.3% | $6,709-69.6% | $5,850-65.2% |
| Admin fee / account holder | $1,139 | $12,120-90.6% | $10,261-88.9% | $11,596-90.2% |