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 | $62,925 | $69,207-9.1% | $64,056-1.8% | $139,434-54.9% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 9.32% | 45.88%-36.6pp | 33.69%-24.4pp | 372.94%-363.6pp |
| Employer contribution / active EE | $777 | $3,182-75.6% | $2,747-71.7% | $4,751-83.6% |
| Participant deferral / active EE | $518 | $4,682-88.9% | $3,880-86.6% | $6,710-92.3% |
| Admin fee / account holder | $2,352 | $4,244-44.6% | $3,068-23.4% | $11,403-79.4% |