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 | $114,973 | $109,359+5.1% | $162,163-29.1% | $72,985+57.5% |
| Participation rate | 90.0% | 84.3%+5.7pp | 87.6%+2.4pp | 69.5%+20.5pp |
| Annual return | -5.11% | 25.46%-30.6pp | 115.59%-120.7pp | 81.00%-86.1pp |
| Employer contribution / active EE | $1,428 | $3,907-63.5% | $5,614-74.6% | $2,440-41.5% |
| Participant deferral / active EE | $2,446 | $5,481-55.4% | $7,298-66.5% | $3,607-32.2% |
| Admin fee / account holder | $8,059 | $7,972+1.1% | $10,843-25.7% | $5,124+57.3% |