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 | $98,155 | $106,515-7.8% | $96,683+1.5% | $139,434-29.6% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 7.92% | 38.43%-30.5pp | 35.69%-27.8pp | 372.94%-365.0pp |
| Employer contribution / active EE | $2,247 | $4,103-45.2% | $3,737-39.9% | $4,751-52.7% |
| Participant deferral / active EE | $1,039 | $5,454-81.0% | $4,878-78.7% | $6,710-84.5% |
| Admin fee / account holder | $6,980 | $7,877-11.4% | $6,730+3.7% | $11,403-38.8% |