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 | $194,935 | $157,256+24.0% | $141,162+38.1% | $152,861+27.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.26% | 64.32%-51.1pp | 71.39%-58.1pp | 345.32%-332.1pp |
| Employer contribution / active EE | $1,227 | $5,261-76.7% | $4,735-74.1% | $4,762-74.2% |
| Participant deferral / active EE | $1,395 | $7,109-80.4% | $6,709-79.2% | $5,850-76.2% |
| Admin fee / account holder | $41,586 | $12,120+243.1% | $10,261+305.3% | $11,596+258.6% |