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 | $68,292 | $185,822-63.2% | $169,993-59.8% | $139,434-51.0% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 6.81% | 60.50%-53.7pp | 53.37%-46.6pp | 372.94%-366.1pp |
| Employer contribution / active EE | $2,190 | $7,590-71.1% | $6,785-67.7% | $4,751-53.9% |
| Participant deferral / active EE | $2,451 | $11,622-78.9% | $10,408-76.4% | $6,710-63.5% |
| Admin fee / account holder | $5,348 | $15,381-65.2% | $12,815-58.3% | $11,403-53.1% |