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 | $140,274 | $214,378-34.6% | $200,582-30.1% | $142,382-1.5% |
| Participation rate | 73.9% | 87.4%-13.5pp | 86.9%-13.0pp | 80.1%-6.2pp |
| Annual return | 11.06% | 46.41%-35.3pp | 42.33%-31.3pp | 217.08%-206.0pp |
| Employer contribution / active EE | $2,184 | $6,841-68.1% | $6,419-66.0% | $4,299-49.2% |
| Participant deferral / active EE | $2,246 | $9,865-77.2% | $9,331-75.9% | $6,507-65.5% |
| Admin fee / account holder | $1,703 | $17,692-90.4% | $16,305-89.6% | $12,624-86.5% |