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 | $39,038 | $181,894-78.5% | $156,549-75.1% | $273,961-85.8% |
| Participation rate | 93.8% | 88.4%+5.4pp | 84.0%+9.7pp | 83.0%+10.7pp |
| Annual return | 1.83% | 30.74%-28.9pp | 32.23%-30.4pp | 41.45%-39.6pp |
| Employer contribution / active EE | $1,476 | $6,248-76.4% | $5,501-73.2% | $4,869-69.7% |
| Participant deferral / active EE | $1,663 | $5,550-70.0% | $4,871-65.9% | $5,287-68.6% |
| Admin fee / account holder | $555 | $15,559-96.4% | $13,027-95.7% | $10,132-94.5% |