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 | $47,382 | $175,202-73.0% | $149,673-68.3% | $139,434-66.0% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 8.56% | 166.71%-158.2pp | 134.42%-125.9pp | 372.94%-364.4pp |
| Employer contribution / active EE | $3,367 | $5,474-38.5% | $4,818-30.1% | $4,751-29.1% |
| Participant deferral / active EE | $1,516 | $6,519-76.7% | $5,680-73.3% | $6,710-77.4% |
| Admin fee / account holder | $5,853 | $16,150-63.8% | $13,210-55.7% | $11,403-48.7% |