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 | $163,337 | $214,378-23.8% | $200,582-18.6% | $142,382+14.7% |
| Participation rate | 95.8% | 87.4%+8.4pp | 86.9%+8.9pp | 80.1%+15.7pp |
| Annual return | 9.96% | 46.41%-36.4pp | 42.33%-32.4pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1,775 | $6,841-74.1% | $6,419-72.3% | $4,299-58.7% |
| Participant deferral / active EE | $2,844 | $9,865-71.2% | $9,331-69.5% | $6,507-56.3% |
| Admin fee / account holder | $42,296 | $17,692+139.1% | $16,305+159.4% | $12,624+235.1% |