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 | $73,515 | $62,327+18.0% | $120,354-38.9% | $74,495-1.3% |
| Participation rate | 94.0% | 56.8%+37.2pp | 71.9%+22.1pp | 67.2%+26.8pp |
| Annual return | 9.08% | 18.61%-9.5pp | 107.15%-98.1pp | 1364.94%-1355.9pp |
| Employer contribution / active EE | $675 | $1,843-63.4% | $3,463-80.5% | $2,623-74.3% |
| Participant deferral / active EE | $811 | $2,893-72.0% | $4,991-83.7% | $4,346-81.3% |
| Admin fee / account holder | $892 | $2,396-62.8% | $9,423-90.5% | $1,942-54.0% |