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 | $25,895 | $176,056-85.3% | $159,436-83.8% | $167,490-84.5% |
| Participation rate | 76.9% | 84.9%-8.0pp | 82.8%-5.9pp | 82.1%-5.2pp |
| Annual return | 8.67% | 331.75%-323.1pp | 263.57%-254.9pp | 478.56%-469.9pp |
| Employer contribution / active EE | $1,183 | $5,297-77.7% | $4,829-75.5% | $4,837-75.5% |
| Participant deferral / active EE | $1,427 | $7,750-81.6% | $7,352-80.6% | $6,341-77.5% |
| Admin fee / account holder | $389 | $12,554-96.9% | $10,799-96.4% | $12,309-96.8% |