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 | $45,266 | $102,317-55.8% | $146,958-69.2% | $80,856-44.0% |
| Participation rate | 76.2% | 75.8%+0.4pp | 82.2%-6.0pp | 67.6%+8.6pp |
| Annual return | 10.07% | 134.76%-124.7pp | 418.34%-408.3pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,105 | $3,713-70.3% | $4,933-77.6% | $2,755-59.9% |
| Participant deferral / active EE | $2,386 | $6,644-64.1% | $8,070-70.4% | $4,296-44.5% |
| Admin fee / account holder | $4,854 | $7,941-38.9% | $12,998-62.7% | $6,918-29.8% |