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 | $38,997 | $165,335-76.4% | $149,696-73.9% | $158,922-75.5% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 5.90% | 348.15%-342.2pp | 276.60%-270.7pp | 302.83%-296.9pp |
| Employer contribution / active EE | $1,225 | $5,103-76.0% | $4,644-73.6% | $4,761-74.3% |
| Participant deferral / active EE | $2,101 | $7,181-70.7% | $6,842-69.3% | $5,982-64.9% |
| Admin fee / account holder | $77,227 | $10,807+614.6% | $9,309+729.6% | $11,246+586.7% |