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 | $38,586 | $94,338-59.1% | $100,534-61.6% | $142,382-72.9% |
| Participation rate | 75.0% | 81.7%-6.7pp | 80.6%-5.6pp | 80.1%-5.1pp |
| Annual return | 9.46% | 29.20%-19.7pp | 32.66%-23.2pp | 217.08%-207.6pp |
| Employer contribution / active EE | $6,774 | $4,237+59.9% | $4,346+55.8% | $4,299+57.6% |
| Participant deferral / active EE | $1,275 | $5,934-78.5% | $6,144-79.2% | $6,507-80.4% |
| Admin fee / account holder | $12,094 | $8,421+43.6% | $7,654+58.0% | $12,624-4.2% |