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 | $31,031 | $118,450-73.8% | $98,439-68.5% | $139,434-77.7% |
| Participation rate | 93.3% | 77.4%+15.9pp | 75.2%+18.2pp | 80.3%+13.0pp |
| Annual return | 4.41% | 18.94%-14.5pp | 21.16%-16.8pp | 372.94%-368.5pp |
| Employer contribution / active EE | $997 | $3,609-72.4% | $3,048-67.3% | $4,751-79.0% |
| Participant deferral / active EE | $1,407 | $5,392-73.9% | $4,738-70.3% | $6,710-79.0% |
| Admin fee / account holder | $401 | $14,026-97.1% | $8,948-95.5% | $11,403-96.5% |