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 | $244,725 | $127,065+92.6% | $113,168+116.2% | $142,382+71.9% |
| Participation rate | 92.9% | 79.2%+13.7pp | 76.6%+16.3pp | 80.1%+12.7pp |
| Annual return | 8.84% | 24.03%-15.2pp | 24.27%-15.4pp | 217.08%-208.2pp |
| Employer contribution / active EE | $1,344 | $3,442-60.9% | $2,975-54.8% | $4,299-68.7% |
| Participant deferral / active EE | $1,355 | $5,716-76.3% | $5,107-73.5% | $6,507-79.2% |
| Admin fee / account holder | $3,503 | $15,736-77.7% | $12,068-71.0% | $12,624-72.2% |