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 | $187,215 | $176,056+6.3% | $159,436+17.4% | $167,490+11.8% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 9.02% | 331.75%-322.7pp | 263.57%-254.5pp | 478.56%-469.5pp |
| Employer contribution / active EE | $1,819 | $5,297-65.7% | $4,829-62.3% | $4,837-62.4% |
| Participant deferral / active EE | $2,438 | $7,750-68.5% | $7,352-66.8% | $6,341-61.5% |
| Admin fee / account holder | $4,687 | $12,554-62.7% | $10,799-56.6% | $12,309-61.9% |