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 | $67,498 | $115,770-41.7% | $101,248-33.3% | $158,922-57.5% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 2.07% | 56.14%-54.1pp | 46.47%-44.4pp | 302.83%-300.8pp |
| Employer contribution / active EE | $9,216 | $4,175+120.8% | $3,660+151.8% | $4,761+93.6% |
| Participant deferral / active EE | $578 | $4,957-88.3% | $4,370-86.8% | $5,982-90.3% |
| Admin fee / account holder | $1,350 | $7,245-81.4% | $5,945-77.3% | $11,246-88.0% |