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 | $30,965 | $214,378-85.6% | $200,582-84.6% | $142,382-78.3% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 9.81% | 46.41%-36.6pp | 42.33%-32.5pp | 217.08%-207.3pp |
| Employer contribution / active EE | $2,432 | $6,841-64.4% | $6,419-62.1% | $4,299-43.4% |
| Participant deferral / active EE | $2,432 | $9,865-75.3% | $9,331-73.9% | $6,507-62.6% |
| Admin fee / account holder | $5,351 | $17,692-69.8% | $16,305-67.2% | $12,624-57.6% |