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 | $82,417 | $127,065-35.1% | $113,168-27.2% | $142,382-42.1% |
| Participation rate | 95.0% | 79.2%+15.8pp | 76.6%+18.4pp | 80.1%+14.9pp |
| Annual return | 9.18% | 24.03%-14.8pp | 24.27%-15.1pp | 217.08%-207.9pp |
| Employer contribution / active EE | $4,107 | $3,442+19.3% | $2,975+38.0% | $4,299-4.5% |
| Participant deferral / active EE | $1,790 | $5,716-68.7% | $5,107-64.9% | $6,507-72.5% |
| Admin fee / account holder | $2,605 | $15,736-83.4% | $12,068-78.4% | $12,624-79.4% |