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 | $85,261 | $105,126-18.9% | $94,646-9.9% | $139,434-38.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 11.89% | 38.03%-26.1pp | 156.71%-144.8pp | 372.94%-361.0pp |
| Employer contribution / active EE | $1,462 | $4,106-64.4% | $3,672-60.2% | $4,751-69.2% |
| Participant deferral / active EE | $1,746 | $7,599-77.0% | $7,418-76.5% | $6,710-74.0% |
| Admin fee / account holder | $2,647 | $8,984-70.5% | $7,231-63.4% | $11,403-76.8% |