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 | $147,772 | $214,378-31.1% | $200,582-26.3% | $142,382+3.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 4.59% | 46.41%-41.8pp | 42.33%-37.7pp | 217.08%-212.5pp |
| Employer contribution / active EE | $2,040 | $6,841-70.2% | $6,419-68.2% | $4,299-52.6% |
| Participant deferral / active EE | $2,064 | $9,865-79.1% | $9,331-77.9% | $6,507-68.3% |
| Admin fee / account holder | $2,567 | $17,692-85.5% | $16,305-84.3% | $12,624-79.7% |