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 | $123,122 | $125,758-2.1% | $169,993-27.6% | $75,163+63.8% |
| Participation rate | 87.2% | 83.6%+3.6pp | 87.0%+0.2pp | 67.2%+20.0pp |
| Annual return | 8.84% | 27.20%-18.4pp | 53.37%-44.5pp | 160.62%-151.8pp |
| Employer contribution / active EE | $4,890 | $4,615+6.0% | $6,785-27.9% | $2,670+83.2% |
| Participant deferral / active EE | $1,480 | $6,837-78.4% | $10,408-85.8% | $4,125-64.1% |
| Admin fee / account holder | $8,291 | $8,173+1.4% | $12,815-35.3% | $5,651+46.7% |