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 8-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 | $46,080 | $154,228-70.1% | $145,433-68.3% | $137,256-66.4% |
| Participation rate | 81.3% | 83.8%-2.5pp | 82.1%-0.9pp | 80.0%+1.3pp |
| Annual return | 8.22% | 74.59%-66.4pp | 66.58%-58.4pp | 220.34%-212.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,159 | $8,216-73.7% | $7,897-72.7% | $6,407-66.3% |
| Admin fee / account holder | $14,749 | $14,344+2.8% | $13,129+12.3% | $12,270+20.2% |