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 | $38,351 | $89,753-57.3% | $107,525-64.3% | $84,808-54.8% |
| Participation rate | 92.6% | 68.1%+24.5pp | 75.1%+17.5pp | 68.3%+24.3pp |
| Annual return | 12.27% | 29.48%-17.2pp | 181.32%-169.1pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,136 | $3,113-63.5% | $3,754-69.7% | $2,631-56.8% |
| Participant deferral / active EE | $283 | $4,056-93.0% | $5,116-94.5% | $4,212-93.3% |
| Admin fee / account holder | $1,466 | $7,222-79.7% | $8,919-83.6% | $7,344-80.0% |