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 6-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 | $98,986 | $179,726-44.9% | $156,263-36.7% | $142,382-30.5% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.9%+7.8pp | 80.1%+6.5pp |
| Annual return | 3.09% | 77.86%-74.8pp | 59.47%-56.4pp | 217.08%-214.0pp |
| Employer contribution / active EE | $1,123 | $5,069-77.8% | $4,333-74.1% | $4,299-73.9% |
| Participant deferral / active EE | $1,821 | $6,956-73.8% | $6,158-70.4% | $6,507-72.0% |
| Admin fee / account holder | $15,913 | $17,272-7.9% | $14,255+11.6% | $12,624+26.1% |