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 | $155,032 | $209,832-26.1% | $189,513-18.2% | $167,490-7.4% |
| Participation rate | 92.3% | 88.7%+3.6pp | 87.8%+4.5pp | 82.1%+10.2pp |
| Annual return | 8.54% | 748.27%-739.7pp | 555.15%-546.6pp | 478.56%-470.0pp |
| Employer contribution / active EE | $2,153 | $6,914-68.9% | $6,162-65.0% | $4,837-55.5% |
| Participant deferral / active EE | $3,070 | $8,935-65.6% | $8,221-62.7% | $6,341-51.6% |
| Admin fee / account holder | $2,517 | $14,293-82.4% | $12,045-79.1% | $12,309-79.6% |