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 | $75,124 | $88,370-15.0% | $112,977-33.5% | $79,858-5.9% |
| Participation rate | 92.6% | 76.8%+15.8pp | 82.6%+10.0pp | 69.6%+23.0pp |
| Annual return | 3.36% | 23.16%-19.8pp | 24.24%-20.9pp | 31.71%-28.4pp |
| Employer contribution / active EE | $1,719 | $3,398-49.4% | $4,255-59.6% | $2,471-30.4% |
| Participant deferral / active EE | $1,035 | $4,536-77.2% | $5,836-82.3% | $3,740-72.3% |
| Admin fee / account holder | $5,262 | $5,750-8.5% | $6,294-16.4% | $5,306-0.8% |