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 3-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 | $39,767 | $214,378-81.4% | $200,582-80.2% | $142,382-72.1% |
| Participation rate | 92.3% | 87.4%+4.9pp | 86.9%+5.4pp | 80.1%+12.2pp |
| Annual return | 9.42% | 46.41%-37.0pp | 42.33%-32.9pp | 217.08%-207.7pp |
| Employer contribution / active EE | $1,540 | $6,841-77.5% | $6,419-76.0% | $4,299-64.2% |
| Participant deferral / active EE | $1,654 | $9,865-83.2% | $9,331-82.3% | $6,507-74.6% |
| Admin fee / account holder | $6,638 | $17,692-62.5% | $16,305-59.3% | $12,624-47.4% |