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 | $100,293 | $183,519-45.4% | $155,509-35.5% | $145,922-31.3% |
| Participation rate | 82.4% | 82.7%-0.3pp | 78.2%+4.2pp | 80.3%+2.1pp |
| Annual return | 3.97% | 61.17%-57.2pp | 64.67%-60.7pp | 561.29%-557.3pp |
| Employer contribution / active EE | $1,339 | $5,313-74.8% | $4,672-71.3% | $4,660-71.3% |
| Participant deferral / active EE | $1,174 | $6,462-81.8% | $5,626-79.1% | $6,688-82.4% |
| Admin fee / account holder | $5,480 | $19,313-71.6% | $15,912-65.6% | $13,397-59.1% |