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 | $68,310 | $148,534-54.0% | $135,903-49.7% | $139,434-51.0% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 11.84% | 79.19%-67.4pp | 68.23%-56.4pp | 372.94%-361.1pp |
| Employer contribution / active EE | $3,543 | $5,243-32.4% | $4,856-27.0% | $4,751-25.4% |
| Participant deferral / active EE | $2,125 | $8,100-73.8% | $7,758-72.6% | $6,710-68.3% |
| Admin fee / account holder | $1,547 | $12,400-87.5% | $10,762-85.6% | $11,403-86.4% |