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 | $38,928 | $201,272-80.7% | $184,203-78.9% | $145,922-73.3% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.1pp |
| Annual return | 5.31% | 29.00%-23.7pp | 28.81%-23.5pp | 561.29%-556.0pp |
| Employer contribution / active EE | $1,604 | $7,022-77.2% | $6,427-75.0% | $4,660-65.6% |
| Participant deferral / active EE | $2,267 | $9,806-76.9% | $9,131-75.2% | $6,688-66.1% |
| Admin fee / account holder | $46,823 | $16,364+186.1% | $13,901+236.8% | $13,397+249.5% |