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 | $30,593 | $185,822-83.5% | $169,993-82.0% | $139,434-78.1% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 10.67% | 60.50%-49.8pp | 53.37%-42.7pp | 372.94%-362.3pp |
| Employer contribution / active EE | $1,948 | $7,590-74.3% | $6,785-71.3% | $4,751-59.0% |
| Participant deferral / active EE | $1,948 | $11,622-83.2% | $10,408-81.3% | $6,710-71.0% |
| Admin fee / account holder | $14,848 | $15,381-3.5% | $12,815+15.9% | $11,403+30.2% |