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 | $129,987 | $165,335-21.4% | $149,696-13.2% | $158,922-18.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 4.89% | 348.15%-343.3pp | 276.60%-271.7pp | 302.83%-297.9pp |
| Employer contribution / active EE | $1,730 | $5,103-66.1% | $4,644-62.7% | $4,761-63.7% |
| Participant deferral / active EE | $1,807 | $7,181-74.8% | $6,842-73.6% | $5,982-69.8% |
| Admin fee / account holder | $170,942 | $10,807+1481.8% | $9,309+1736.4% | $11,246+1420.1% |