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 | $116,500 | $148,978-21.8% | $200,582-41.9% | $84,808+37.4% |
| Participation rate | 80.0% | 84.2%-4.2pp | 86.9%-6.9pp | 68.3%+11.7pp |
| Annual return | 11.61% | 28.16%-16.6pp | 42.33%-30.7pp | 40.90%-29.3pp |
| Employer contribution / active EE | $3,355 | $4,815-30.3% | $6,419-47.7% | $2,631+27.5% |
| Participant deferral / active EE | $3,179 | $7,142-55.5% | $9,331-65.9% | $4,212-24.5% |
| Admin fee / account holder | $10,628 | $13,977-24.0% | $16,305-34.8% | $7,344+44.7% |