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 | $53,937 | $209,336-74.2% | $197,124-72.6% | $137,256-60.7% |
| Participation rate | 90.9% | 87.3%+3.6pp | 86.7%+4.2pp | 80.0%+10.9pp |
| Annual return | 11.54% | 48.09%-36.5pp | 44.34%-32.8pp | 220.34%-208.8pp |
| Employer contribution / active EE | $2,649 | $6,591-59.8% | $6,227-57.5% | $4,156-36.3% |
| Participant deferral / active EE | $1,252 | $9,614-87.0% | $9,135-86.3% | $6,407-80.5% |
| Admin fee / account holder | $8,272 | $17,308-52.2% | $16,298-49.2% | $12,270-32.6% |