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 | $28,001 | $109,881-74.5% | $150,045-81.3% | $84,808-67.0% |
| Participation rate | 73.0% | 76.1%-3.1pp | 82.3%-9.3pp | 68.3%+4.7pp |
| Annual return | 8.67% | 28.25%-19.6pp | 62.55%-53.9pp | 40.90%-32.2pp |
| Employer contribution / active EE | $4,495 | $3,561+26.2% | $4,693-4.2% | $2,631+70.8% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,198 | $8,568-74.3% | $13,435-83.6% | $7,344-70.1% |