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 | $22,919 | $183,519-87.5% | $155,509-85.3% | $145,922-84.3% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 7.59% | 61.17%-53.6pp | 64.67%-57.1pp | 561.29%-553.7pp |
| Employer contribution / active EE | $1,211 | $5,313-77.2% | $4,672-74.1% | $4,660-74.0% |
| Participant deferral / active EE | $735 | $6,462-88.6% | $5,626-86.9% | $6,688-89.0% |
| Admin fee / account holder | $20,125 | $19,313+4.2% | $15,912+26.5% | $13,397+50.2% |