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 | $35,441 | $214,378-83.5% | $200,582-82.3% | $142,382-75.1% |
| Participation rate | 88.2% | 87.4%+0.8pp | 86.9%+1.4pp | 80.1%+8.1pp |
| Annual return | 9.86% | 46.41%-36.5pp | 42.33%-32.5pp | 217.08%-207.2pp |
| Employer contribution / active EE | $2,510 | $6,841-63.3% | $6,419-60.9% | $4,299-41.6% |
| Participant deferral / active EE | $1,223 | $9,865-87.6% | $9,331-86.9% | $6,507-81.2% |
| Admin fee / account holder | $5,003 | $17,692-71.7% | $16,305-69.3% | $12,624-60.4% |