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 | $78,360 | $197,591-60.3% | $177,821-55.9% | $158,922-50.7% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.7%+7.0pp | 82.0%+12.8pp |
| Annual return | 6.58% | 58.76%-52.2pp | 48.32%-41.7pp | 302.83%-296.2pp |
| Employer contribution / active EE | $4,842 | $6,697-27.7% | $5,918-18.2% | $4,761+1.7% |
| Participant deferral / active EE | $2,835 | $8,405-66.3% | $7,714-63.2% | $5,982-52.6% |
| Admin fee / account holder | $2,508 | $15,399-83.7% | $12,427-79.8% | $11,246-77.7% |