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 | $42,185 | $214,378-80.3% | $200,582-79.0% | $142,382-70.4% |
| Participation rate | 93.8% | 87.4%+6.3pp | 86.9%+6.9pp | 80.1%+13.6pp |
| Annual return | 11.44% | 46.41%-35.0pp | 42.33%-30.9pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,595 | $6,841-76.7% | $6,419-75.2% | $4,299-62.9% |
| Participant deferral / active EE | $2,462 | $9,865-75.0% | $9,331-73.6% | $6,507-62.2% |
| Admin fee / account holder | $11,093 | $17,692-37.3% | $16,305-32.0% | $12,624-12.1% |