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 | $53,071 | $69,207-23.3% | $64,056-17.1% | $139,434-61.9% |
| Participation rate | 90.0% | 75.6%+14.4pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 7.06% | 45.88%-38.8pp | 33.69%-26.6pp | 372.94%-365.9pp |
| Employer contribution / active EE | $1,668 | $3,182-47.6% | $2,747-39.3% | $4,751-64.9% |
| Participant deferral / active EE | $68 | $4,682-98.6% | $3,880-98.3% | $6,710-99.0% |
| Admin fee / account holder | $1,318 | $4,244-68.9% | $3,068-57.0% | $11,403-88.4% |