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 | $29,667 | $85,766-65.4% | $136,294-78.2% | $70,131-57.7% |
| Participation rate | 77.5% | 74.2%+3.3pp | 81.9%-4.5pp | 69.5%+7.9pp |
| Annual return | 14.21% | 31.45%-17.2pp | 5155.94%-5141.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,529 | $2,966-48.4% | $4,695-67.4% | $2,342-34.7% |
| Participant deferral / active EE | $2,010 | $5,051-60.2% | $6,247-67.8% | $3,332-39.7% |
| Admin fee / account holder | $1,869 | $5,420-65.5% | $9,243-79.8% | $4,645-59.8% |