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 | $176,157 | $135,952+29.6% | $123,892+42.2% | $273,961-35.7% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 2.04% | 56.63%-54.6pp | 47.52%-45.5pp | 41.45%-39.4pp |
| Employer contribution / active EE | $1,073 | $5,170-79.3% | $4,617-76.8% | $4,869-78.0% |
| Participant deferral / active EE | $1,040 | $6,343-83.6% | $5,984-82.6% | $5,287-80.3% |
| Admin fee / account holder | $6,216 | $9,817-36.7% | $8,357-25.6% | $10,132-38.7% |