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 | $42,409 | $148,534-71.4% | $135,903-68.8% | $139,434-69.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 9.71% | 79.19%-69.5pp | 68.23%-58.5pp | 372.94%-363.2pp |
| Employer contribution / active EE | $1,144 | $5,243-78.2% | $4,856-76.4% | $4,751-75.9% |
| Participant deferral / active EE | $1,144 | $8,100-85.9% | $7,758-85.3% | $6,710-82.9% |
| Admin fee / account holder | $6,027 | $12,400-51.4% | $10,762-44.0% | $11,403-47.1% |