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 | $74,003 | $197,591-62.5% | $177,821-58.4% | $158,922-53.4% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.7%+6.0pp | 82.0%+11.8pp |
| Annual return | 3.63% | 58.76%-55.1pp | 48.32%-44.7pp | 302.83%-299.2pp |
| Employer contribution / active EE | $2,035 | $6,697-69.6% | $5,918-65.6% | $4,761-57.3% |
| Participant deferral / active EE | $2,054 | $8,405-75.6% | $7,714-73.4% | $5,982-65.7% |
| Admin fee / account holder | $847 | $15,399-94.5% | $12,427-93.2% | $11,246-92.5% |