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 | $28,543 | $71,829-60.3% | $69,780-59.1% | $142,382-80.0% |
| Participation rate | 81.8% | 81.6%+0.3pp | 79.3%+2.5pp | 80.1%+1.7pp |
| Annual return | 12.57% | 31.01%-18.4pp | 26.31%-13.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $5,324 | $4,385+21.4% | $4,168+27.8% | $4,299+23.9% |
| Participant deferral / active EE | $0 | $6,819-100.0% | $6,164-100.0% | $6,507-100.0% |
| Admin fee / account holder | $503 | $7,818-93.6% | $7,285-93.1% | $12,624-96.0% |