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 | $61,964 | $46,869+32.2% | $122,332-49.3% | $70,131-11.6% |
| Participation rate | 92.8% | 58.2%+34.6pp | 71.6%+21.1pp | 69.5%+23.2pp |
| Annual return | 10.18% | 24.22%-14.0pp | 30.27%-20.1pp | 73.14%-63.0pp |
| Employer contribution / active EE | $3,972 | $1,288+208.4% | $4,050-1.9% | $2,342+69.6% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $924 | $3,322-72.2% | $5,478-83.1% | $4,645-80.1% |