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 | $40,016 | $94,625-57.7% | $116,228-65.6% | $84,808-52.8% |
| Participation rate | 86.3% | 70.4%+15.8pp | 74.6%+11.7pp | 68.3%+18.0pp |
| Annual return | 8.40% | 20.40%-12.0pp | 90.06%-81.7pp | 40.90%-32.5pp |
| Employer contribution / active EE | $1,471 | $2,347-37.3% | $2,994-50.9% | $2,631-44.1% |
| Participant deferral / active EE | $1,491 | $3,972-62.5% | $4,953-69.9% | $4,212-64.6% |
| Admin fee / account holder | $7,879 | $10,091-21.9% | $11,989-34.3% | $7,344+7.3% |