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 | $61,710 | $171,865-64.1% | $149,718-58.8% | $147,584-58.2% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 5.66% | 2113.22%-2107.6pp | 1501.63%-1496.0pp | 578.55%-572.9pp |
| Employer contribution / active EE | $1,533 | $6,275-75.6% | $5,445-71.8% | $4,876-68.6% |
| Participant deferral / active EE | $1,533 | $7,271-78.9% | $6,569-76.7% | $5,439-71.8% |
| Admin fee / account holder | $12,469 | $13,799-9.6% | $11,283+10.5% | $10,885+14.5% |