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 | $45,198 | $179,726-74.9% | $156,263-71.1% | $142,382-68.3% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.9%-1.1pp | 80.1%-2.3pp |
| Annual return | 8.79% | 77.86%-69.1pp | 59.47%-50.7pp | 217.08%-208.3pp |
| Employer contribution / active EE | $1,645 | $5,069-67.5% | $4,333-62.0% | $4,299-61.7% |
| Participant deferral / active EE | $0 | $6,956-100.0% | $6,158-100.0% | $6,507-100.0% |
| Admin fee / account holder | $16,284 | $17,272-5.7% | $14,255+14.2% | $12,624+29.0% |