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 | $53,365 | $154,228-65.4% | $145,433-63.3% | $137,256-61.1% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 5.63% | 74.59%-69.0pp | 66.58%-60.9pp | 220.34%-214.7pp |
| Employer contribution / active EE | $2,808 | $4,804-41.5% | $4,554-38.3% | $4,156-32.4% |
| Participant deferral / active EE | $1,693 | $8,216-79.4% | $7,897-78.6% | $6,407-73.6% |
| Admin fee / account holder | $64,093 | $14,344+346.8% | $13,129+388.2% | $12,270+422.4% |