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 | $88,767 | $201,272-55.9% | $184,203-51.8% | $145,922-39.2% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 3.69% | 29.00%-25.3pp | 28.81%-25.1pp | 561.29%-557.6pp |
| Employer contribution / active EE | $1,811 | $7,022-74.2% | $6,427-71.8% | $4,660-61.1% |
| Participant deferral / active EE | $1,418 | $9,806-85.5% | $9,131-84.5% | $6,688-78.8% |
| Admin fee / account holder | $1,049 | $16,364-93.6% | $13,901-92.5% | $13,397-92.2% |