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 | $25,101 | $118,450-78.8% | $98,439-74.5% | $139,434-82.0% |
| Participation rate | 75.0% | 77.4%-2.4pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 4.39% | 18.94%-14.6pp | 21.16%-16.8pp | 372.94%-368.6pp |
| Employer contribution / active EE | $1,753 | $3,609-51.4% | $3,048-42.5% | $4,751-63.1% |
| Participant deferral / active EE | $1,150 | $5,392-78.7% | $4,738-75.7% | $6,710-82.9% |
| Admin fee / account holder | $4,044 | $14,026-71.2% | $8,948-54.8% | $11,403-64.5% |