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 | $56,276 | $118,680-52.6% | $98,907-43.1% | $158,922-64.6% |
| Participation rate | 95.2% | 77.8%+17.4pp | 76.0%+19.2pp | 82.0%+13.3pp |
| Annual return | 3.50% | 372.35%-368.8pp | 196.43%-192.9pp | 302.83%-299.3pp |
| Employer contribution / active EE | $2,345 | $3,333-29.6% | $2,689-12.8% | $4,761-50.7% |
| Participant deferral / active EE | $1,148 | $5,088-77.4% | $4,244-73.0% | $5,982-80.8% |
| Admin fee / account holder | $2,710 | $10,131-73.3% | $6,642-59.2% | $11,246-75.9% |