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 | $52,534 | $198,466-73.5% | $170,442-69.2% | $147,584-64.4% |
| Participation rate | 70.0% | 88.0%-18.0pp | 83.6%-13.6pp | 82.8%-12.8pp |
| Annual return | 5.15% | 257.29%-252.1pp | 205.93%-200.8pp | 578.55%-573.4pp |
| Employer contribution / active EE | $1,400 | $6,184-77.4% | $5,433-74.2% | $4,876-71.3% |
| Participant deferral / active EE | $1,720 | $5,629-69.4% | $4,939-65.2% | $5,439-68.4% |
| Admin fee / account holder | $1,565 | $16,852-90.7% | $13,880-88.7% | $10,885-85.6% |