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 5-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 | $75,547 | $106,515-29.1% | $96,683-21.9% | $139,434-45.8% |
| Participation rate | 73.3% | 77.8%-4.5pp | 74.3%-1.0pp | 80.3%-7.0pp |
| Annual return | 3.43% | 38.43%-35.0pp | 35.69%-32.3pp | 372.94%-369.5pp |
| Employer contribution / active EE | $1,052 | $4,103-74.4% | $3,737-71.8% | $4,751-77.9% |
| Participant deferral / active EE | $1,272 | $5,454-76.7% | $4,878-73.9% | $6,710-81.0% |
| Admin fee / account holder | $8,072 | $7,877+2.5% | $6,730+20.0% | $11,403-29.2% |