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 | $39,397 | $63,346-37.8% | $92,233-57.3% | $70,131-43.8% |
| Participation rate | 91.8% | 68.7%+23.1pp | 76.5%+15.3pp | 69.5%+22.3pp |
| Annual return | 12.41% | 530.12%-517.7pp | 176.28%-163.9pp | 73.14%-60.7pp |
| Employer contribution / active EE | $2,979 | $2,471+20.5% | $3,679-19.0% | $2,342+27.2% |
| Participant deferral / active EE | $776 | $2,854-72.8% | $3,897-80.1% | $3,332-76.7% |
| Admin fee / account holder | $6,488 | $3,840+68.9% | $5,194+24.9% | $4,645+39.7% |