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 | $117,822 | $148,534-20.7% | $135,903-13.3% | $139,434-15.5% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 4.44% | 79.19%-74.8pp | 68.23%-63.8pp | 372.94%-368.5pp |
| Employer contribution / active EE | $1,242 | $5,243-76.3% | $4,856-74.4% | $4,751-73.9% |
| Participant deferral / active EE | $1,977 | $8,100-75.6% | $7,758-74.5% | $6,710-70.5% |
| Admin fee / account holder | $1,101 | $12,400-91.1% | $10,762-89.8% | $11,403-90.3% |