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 | $94,031-57.4% | $115,768-65.4% | $82,448-51.5% |
| Participation rate | 86.3% | 70.4%+15.9pp | 74.4%+11.9pp | 68.1%+18.2pp |
| Annual return | 8.40% | 20.61%-12.2pp | 100.46%-92.1pp | 41.64%-33.2pp |
| Employer contribution / active EE | $1,471 | $2,323-36.7% | $2,940-50.0% | $2,551-42.4% |
| Participant deferral / active EE | $1,491 | $3,972-62.5% | $4,917-69.7% | $4,139-64.0% |
| Admin fee / account holder | $7,879 | $10,249-23.1% | $12,439-36.7% | $7,234+8.9% |