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 | $84,686 | $114,381-26.0% | $107,525-21.2% | $142,382-40.5% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 7.23% | 242.71%-235.5pp | 181.32%-174.1pp | 217.08%-209.8pp |
| Employer contribution / active EE | $1,237 | $4,015-69.2% | $3,754-67.0% | $4,299-71.2% |
| Participant deferral / active EE | $1,379 | $5,564-75.2% | $5,116-73.1% | $6,507-78.8% |
| Admin fee / account holder | $5,765 | $9,860-41.5% | $8,919-35.4% | $12,624-54.3% |