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 | $112,729-65.9% | $98,716-61.0% | $137,256-72.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 9.12% | 38.48%-29.4pp | 31.81%-22.7pp | 220.34%-211.2pp |
| Employer contribution / active EE | $1,256 | $2,725-53.9% | $2,279-44.9% | $4,156-69.8% |
| Participant deferral / active EE | $1,129 | $4,640-75.7% | $4,048-72.1% | $6,407-82.4% |
| Admin fee / account holder | $1,162 | $10,129-88.5% | $8,703-86.6% | $12,270-90.5% |