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 | $45,796 | $159,602-71.3% | $150,045-69.5% | $142,382-67.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 5.52% | 70.24%-64.7pp | 62.55%-57.0pp | 217.08%-211.6pp |
| Employer contribution / active EE | $994 | $4,961-80.0% | $4,693-78.8% | $4,299-76.9% |
| Participant deferral / active EE | $2,007 | $8,310-75.8% | $7,997-74.9% | $6,507-69.2% |
| Admin fee / account holder | $117,925 | $14,846+694.3% | $13,435+777.8% | $12,624+834.2% |