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 | $124,591 | $185,822-33.0% | $169,993-26.7% | $139,434-10.6% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 7.45% | 60.50%-53.1pp | 53.37%-45.9pp | 372.94%-365.5pp |
| Employer contribution / active EE | $4,158 | $7,590-45.2% | $6,785-38.7% | $4,751-12.5% |
| Participant deferral / active EE | $1,794 | $11,622-84.6% | $10,408-82.8% | $6,710-73.3% |
| Admin fee / account holder | $19,163 | $15,381+24.6% | $12,815+49.5% | $11,403+68.1% |