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 | $108,115 | $214,378-49.6% | $200,582-46.1% | $142,382-24.1% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 3.79% | 46.41%-42.6pp | 42.33%-38.5pp | 217.08%-213.3pp |
| Employer contribution / active EE | $2,077 | $6,841-69.6% | $6,419-67.6% | $4,299-51.7% |
| Participant deferral / active EE | $2,561 | $9,865-74.0% | $9,331-72.6% | $6,507-60.6% |
| Admin fee / account holder | $4,015 | $17,692-77.3% | $16,305-75.4% | $12,624-68.2% |