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 9-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 | $27,092 | $185,822-85.4% | $169,993-84.1% | $139,434-80.6% |
| Participation rate | 92.3% | 87.8%+4.5pp | 87.0%+5.3pp | 80.3%+12.0pp |
| Annual return | 9.36% | 60.50%-51.1pp | 53.37%-44.0pp | 372.94%-363.6pp |
| Employer contribution / active EE | $6,588 | $7,590-13.2% | $6,785-2.9% | $4,751+38.7% |
| Participant deferral / active EE | $2,485 | $11,622-78.6% | $10,408-76.1% | $6,710-63.0% |
| Admin fee / account holder | $7,152 | $15,381-53.5% | $12,815-44.2% | $11,403-37.3% |