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 | $87,442 | $100,041-12.6% | $149,718-41.6% | $70,131+24.7% |
| Participation rate | 71.4% | 83.6%-12.2pp | 87.1%-15.6pp | 69.5%+1.9pp |
| Annual return | 11.58% | 27.43%-15.9pp | 1501.63%-1490.1pp | 73.14%-61.6pp |
| Employer contribution / active EE | $3,956 | $3,662+8.0% | $5,445-27.4% | $2,342+68.9% |
| Participant deferral / active EE | $2,255 | $4,983-54.7% | $6,569-65.7% | $3,332-32.3% |
| Admin fee / account holder | $14,788 | $8,286+78.5% | $11,283+31.1% | $4,645+218.3% |