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 | $62,667 | $117,983-46.9% | $101,794-38.4% | $142,382-56.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 9.34% | 36.92%-27.6pp | 30.53%-21.2pp | 217.08%-207.7pp |
| Employer contribution / active EE | $1,250 | $2,773-54.9% | $2,289-45.4% | $4,299-70.9% |
| Participant deferral / active EE | $762 | $4,714-83.8% | $4,084-81.3% | $6,507-88.3% |
| Admin fee / account holder | $3,993 | $10,433-61.7% | $8,777-54.5% | $12,624-68.4% |