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 7-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 | $32,736 | $86,286-62.1% | $111,297-70.6% | $85,850-61.9% |
| Participation rate | 77.1% | 73.3%+3.8pp | 77.3%-0.2pp | 69.3%+7.8pp |
| Annual return | 10.65% | 19.99%-9.3pp | 54.65%-44.0pp | 318.53%-307.9pp |
| Employer contribution / active EE | $1,245 | $2,043-39.1% | $2,731-54.4% | $2,565-51.5% |
| Participant deferral / active EE | $1,421 | $3,641-61.0% | $4,487-68.3% | $3,952-64.0% |
| Admin fee / account holder | $460 | $8,188-94.4% | $7,964-94.2% | $6,260-92.7% |