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 | $155,929 | $162,781-4.2% | $133,956+16.4% | $158,922-1.9% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | -6.25% | 41.94%-48.2pp | 45.09%-51.3pp | 302.83%-309.1pp |
| Employer contribution / active EE | $929 | $4,975-81.3% | $3,919-76.3% | $4,761-80.5% |
| Participant deferral / active EE | $1,016 | $5,911-82.8% | $5,048-79.9% | $5,982-83.0% |
| Admin fee / account holder | $5,085 | $11,736-56.7% | $8,927-43.0% | $11,246-54.8% |