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 | $43,411 | $201,272-78.4% | $184,203-76.4% | $145,922-70.3% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 1.47% | 29.00%-27.5pp | 28.81%-27.3pp | 561.29%-559.8pp |
| Employer contribution / active EE | $1,582 | $7,022-77.5% | $6,427-75.4% | $4,660-66.1% |
| Participant deferral / active EE | $2,359 | $9,806-75.9% | $9,131-74.2% | $6,688-64.7% |
| Admin fee / account holder | $4,617 | $16,364-71.8% | $13,901-66.8% | $13,397-65.5% |