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 | $41,902 | $77,899-46.2% | $149,673-72.0% | $75,163-44.3% |
| Participation rate | 79.5% | 65.6%+13.9pp | 78.8%+0.7pp | 67.2%+12.3pp |
| Annual return | 8.57% | 31.72%-23.2pp | 134.42%-125.8pp | 160.62%-152.1pp |
| Employer contribution / active EE | $1,880 | $3,137-40.1% | $4,818-61.0% | $2,670-29.6% |
| Participant deferral / active EE | $700 | $3,411-79.5% | $5,680-87.7% | $4,125-83.0% |
| Admin fee / account holder | $5,102 | $5,956-14.3% | $13,210-61.4% | $5,651-9.7% |