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 | $168,761 | $152,587+10.6% | $125,175+34.8% | $152,861+10.4% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 3.81% | 54.84%-51.0pp | 43.79%-40.0pp | 345.32%-341.5pp |
| Employer contribution / active EE | $971 | $4,946-80.4% | $3,865-74.9% | $4,762-79.6% |
| Participant deferral / active EE | $1,120 | $5,868-80.9% | $4,937-77.3% | $5,850-80.9% |
| Admin fee / account holder | $4,943 | $13,434-63.2% | $9,702-49.1% | $11,596-57.4% |