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 8-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 | $241,064 | $114,381+110.8% | $107,525+124.2% | $142,382+69.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 10.44% | 242.71%-232.3pp | 181.32%-170.9pp | 217.08%-206.6pp |
| Employer contribution / active EE | $999 | $4,015-75.1% | $3,754-73.4% | $4,299-76.8% |
| Participant deferral / active EE | $999 | $5,564-82.1% | $5,116-80.5% | $6,507-84.7% |
| Admin fee / account holder | $2,111 | $9,860-78.6% | $8,919-76.3% | $12,624-83.3% |