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 | $40,823 | $104,251-60.8% | $91,001-55.1% | $147,584-72.3% |
| Participation rate | 86.7% | 78.2%+8.4pp | 75.6%+11.1pp | 82.8%+3.8pp |
| Annual return | 7.23% | 27.06%-19.8pp | 4.60%+2.6pp | 578.55%-571.3pp |
| Employer contribution / active EE | $6,420 | $3,116+106.1% | $2,456+161.4% | $4,876+31.7% |
| Participant deferral / active EE | $506 | $4,195-87.9% | $3,547-85.7% | $5,439-90.7% |
| Admin fee / account holder | $3,207 | $8,948-64.2% | $5,417-40.8% | $10,885-70.5% |