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 | $43,715 | $87,166-49.8% | $76,735-43.0% | $137,256-68.2% |
| Participation rate | 90.9% | 74.4%+16.6pp | 69.5%+21.4pp | 80.0%+10.9pp |
| Annual return | 10.69% | 26.50%-15.8pp | 29.77%-19.1pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,205 | $2,904-58.5% | $2,454-50.9% | $4,156-71.0% |
| Participant deferral / active EE | $620 | $4,726-86.9% | $4,088-84.8% | $6,407-90.3% |
| Admin fee / account holder | $2,649 | $8,403-68.5% | $7,189-63.2% | $12,270-78.4% |