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 | $79,215 | $165,984-52.3% | $164,813-51.9% | $145,922-45.7% |
| Participation rate | 76.9% | 82.0%-5.1pp | 78.6%-1.7pp | 80.3%-3.4pp |
| Annual return | 8.63% | 100.03%-91.4pp | 69.93%-61.3pp | 561.29%-552.7pp |
| Employer contribution / active EE | $1,270 | $5,273-75.9% | $4,341-70.7% | $4,660-72.7% |
| Participant deferral / active EE | $1,963 | $6,959-71.8% | $6,031-67.4% | $6,688-70.6% |
| Admin fee / account holder | $4,167 | $16,648-75.0% | $12,690-67.2% | $13,397-68.9% |