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 | $60,247 | $105,181-42.7% | $159,436-62.2% | $85,850-29.8% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.8%+8.4pp | 69.3%+21.9pp |
| Annual return | 12.29% | 45.07%-32.8pp | 263.57%-251.3pp | 318.53%-306.2pp |
| Employer contribution / active EE | $2,905 | $3,318-12.5% | $4,829-39.9% | $2,565+13.2% |
| Participant deferral / active EE | $1,162 | $5,945-80.5% | $7,352-84.2% | $3,952-70.6% |
| Admin fee / account holder | $952 | $6,933-86.3% | $10,799-91.2% | $6,260-84.8% |