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 | $57,424 | $183,963-68.8% | $162,163-64.6% | $152,861-62.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 7.78% | 150.76%-143.0pp | 115.59%-107.8pp | 345.32%-337.5pp |
| Employer contribution / active EE | $1,563 | $6,371-75.5% | $5,614-72.2% | $4,762-67.2% |
| Participant deferral / active EE | $2,026 | $8,034-74.8% | $7,298-72.2% | $5,850-65.4% |
| Admin fee / account holder | $364 | $13,121-97.2% | $10,843-96.6% | $11,596-96.9% |