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 | $44,878 | $111,754-59.8% | $103,333-56.6% | $145,922-69.2% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 5.63% | 24.77%-19.1pp | 24.88%-19.2pp | 561.29%-555.7pp |
| Employer contribution / active EE | $6,460 | $4,212+53.4% | $3,868+67.0% | $4,660+38.6% |
| Participant deferral / active EE | $518 | $5,619-90.8% | $5,057-89.8% | $6,688-92.3% |
| Admin fee / account holder | $12,185 | $9,750+25.0% | $8,355+45.8% | $13,397-9.0% |