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 | $33,586 | $185,822-81.9% | $169,993-80.2% | $139,434-75.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.16% | 60.50%-53.3pp | 53.37%-46.2pp | 372.94%-365.8pp |
| Employer contribution / active EE | $2,978 | $7,590-60.8% | $6,785-56.1% | $4,751-37.3% |
| Participant deferral / active EE | $1,710 | $11,622-85.3% | $10,408-83.6% | $6,710-74.5% |
| Admin fee / account holder | $6,976 | $15,381-54.6% | $12,815-45.6% | $11,403-38.8% |