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 | $60,070 | $157,256-61.8% | $141,162-57.4% | $152,861-60.7% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.4%+12.6pp |
| Annual return | 6.86% | 64.32%-57.5pp | 71.39%-64.5pp | 345.32%-338.5pp |
| Employer contribution / active EE | $6,755 | $5,261+28.4% | $4,735+42.7% | $4,762+41.9% |
| Participant deferral / active EE | $122 | $7,109-98.3% | $6,709-98.2% | $5,850-97.9% |
| Admin fee / account holder | $1,342 | $12,120-88.9% | $10,261-86.9% | $11,596-88.4% |