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 | $73,569 | $73,933-0.5% | $96,683-23.9% | $75,163-2.1% |
| Participation rate | 95.1% | 66.4%+28.7pp | 74.3%+20.8pp | 67.2%+27.9pp |
| Annual return | 9.53% | 26.70%-17.2pp | 35.69%-26.2pp | 160.62%-151.1pp |
| Employer contribution / active EE | $15,476 | $2,928+428.6% | $3,737+314.2% | $2,670+479.7% |
| Participant deferral / active EE | $1,314 | $3,659-64.1% | $4,878-73.1% | $4,125-68.2% |
| Admin fee / account holder | $3,477 | $5,216-33.3% | $6,730-48.3% | $5,651-38.5% |