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 8-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 | $35,421 | $106,584-66.8% | $101,326-65.0% | $142,382-75.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 7.17% | 36.93%-29.8pp | 36.82%-29.6pp | 217.08%-209.9pp |
| Employer contribution / active EE | $1,140 | $3,956-71.2% | $3,665-68.9% | $4,299-73.5% |
| Participant deferral / active EE | $2,132 | $8,297-74.3% | $7,994-73.3% | $6,507-67.2% |
| Admin fee / account holder | $1,047 | $11,446-90.9% | $11,185-90.6% | $12,624-91.7% |