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 | $79,634 | $217,402-63.4% | $185,823-57.1% | $167,490-52.5% |
| Participation rate | 85.0% | 86.0%-1.0pp | 81.7%+3.3pp | 82.1%+2.9pp |
| Annual return | 8.74% | 148.36%-139.6pp | 122.05%-113.3pp | 478.56%-469.8pp |
| Employer contribution / active EE | $1,909 | $5,873-67.5% | $5,167-63.1% | $4,837-60.5% |
| Participant deferral / active EE | $1,873 | $6,356-70.5% | $5,568-66.4% | $6,341-70.5% |
| Admin fee / account holder | $1,621 | $19,811-91.8% | $16,237-90.0% | $12,309-86.8% |