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 | $84,103 | $105,126-20.0% | $94,646-11.1% | $139,434-39.7% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 11.64% | 38.03%-26.4pp | 156.71%-145.1pp | 372.94%-361.3pp |
| Employer contribution / active EE | $487 | $4,106-88.1% | $3,672-86.7% | $4,751-89.7% |
| Participant deferral / active EE | $1,160 | $7,599-84.7% | $7,418-84.4% | $6,710-82.7% |
| Admin fee / account holder | $10,940 | $8,984+21.8% | $7,231+51.3% | $11,403-4.1% |