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 | $111,535-24.1% | $105,223-19.5% | $137,256-38.3% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 7.23% | 237.85%-230.6pp | 180.65%-173.4pp | 220.34%-213.1pp |
| Employer contribution / active EE | $1,237 | $3,939-68.6% | $3,689-66.5% | $4,156-70.2% |
| Participant deferral / active EE | $1,379 | $5,500-74.9% | $5,072-72.8% | $6,407-78.5% |
| Admin fee / account holder | $5,765 | $9,721-40.7% | $8,859-34.9% | $12,270-53.0% |