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 | $54,040 | $114,381-52.8% | $107,525-49.7% | $142,382-62.0% |
| Participation rate | 81.3% | 78.1%+3.1pp | 75.1%+6.2pp | 80.1%+1.1pp |
| Annual return | 7.94% | 242.71%-234.8pp | 181.32%-173.4pp | 217.08%-209.1pp |
| Employer contribution / active EE | $5,940 | $4,015+48.0% | $3,754+58.3% | $4,299+38.2% |
| Participant deferral / active EE | $1,180 | $5,564-78.8% | $5,116-76.9% | $6,507-81.9% |
| Admin fee / account holder | $4,141 | $9,860-58.0% | $8,919-53.6% | $12,624-67.2% |