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 | $42,250 | $179,726-76.5% | $156,263-73.0% | $142,382-70.3% |
| Participation rate | 77.3% | 82.1%-4.8pp | 78.9%-1.6pp | 80.1%-2.8pp |
| Annual return | 9.66% | 77.86%-68.2pp | 59.47%-49.8pp | 217.08%-207.4pp |
| Employer contribution / active EE | $1,346 | $5,069-73.5% | $4,333-68.9% | $4,299-68.7% |
| Participant deferral / active EE | $1,709 | $6,956-75.4% | $6,158-72.2% | $6,507-73.7% |
| Admin fee / account holder | $855 | $17,272-95.1% | $14,255-94.0% | $12,624-93.2% |