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 | $146,001 | $201,272-27.5% | $184,203-20.7% | $145,922+0.1% |
| Participation rate | 76.9% | 87.5%-10.6pp | 86.8%-9.9pp | 80.3%-3.4pp |
| Annual return | 5.44% | 29.00%-23.6pp | 28.81%-23.4pp | 561.29%-555.8pp |
| Employer contribution / active EE | $3,442 | $7,022-51.0% | $6,427-46.4% | $4,660-26.1% |
| Participant deferral / active EE | $2,741 | $9,806-72.0% | $9,131-70.0% | $6,688-59.0% |
| Admin fee / account holder | $18,788 | $16,364+14.8% | $13,901+35.2% | $13,397+40.2% |