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 | $91,223 | $197,591-53.8% | $177,821-48.7% | $158,922-42.6% |
| Participation rate | 86.7% | 88.5%-1.9pp | 87.7%-1.1pp | 82.0%+4.7pp |
| Annual return | 4.18% | 58.76%-54.6pp | 48.32%-44.1pp | 302.83%-298.6pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,100 | $8,405-75.0% | $7,714-72.8% | $5,982-64.9% |
| Admin fee / account holder | $4,803 | $15,399-68.8% | $12,427-61.4% | $11,246-57.3% |