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 | $38,483 | $117,983-67.4% | $101,794-62.2% | $142,382-73.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 9.12% | 36.92%-27.8pp | 30.53%-21.4pp | 217.08%-208.0pp |
| Employer contribution / active EE | $1,256 | $2,773-54.7% | $2,289-45.1% | $4,299-70.8% |
| Participant deferral / active EE | $1,129 | $4,714-76.1% | $4,084-72.4% | $6,507-82.7% |
| Admin fee / account holder | $1,162 | $10,433-88.9% | $8,777-86.8% | $12,624-90.8% |