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 | $52,862 | $176,812-70.1% | $146,665-64.0% | $167,490-68.4% |
| Participation rate | 86.7% | 83.6%+3.1pp | 80.1%+6.6pp | 82.1%+4.6pp |
| Annual return | 4.37% | 24.03%-19.7pp | 22.74%-18.4pp | 478.56%-474.2pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,146 | $6,440-82.2% | $5,506-79.2% | $6,341-81.9% |
| Admin fee / account holder | $440 | $13,259-96.7% | $10,280-95.7% | $12,309-96.4% |