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 | $51,334 | $89,355-42.5% | $141,162-63.6% | $72,985-29.7% |
| Participation rate | 72.4% | 75.1%-2.7pp | 82.5%-10.1pp | 69.5%+2.9pp |
| Annual return | 13.00% | 111.85%-98.8pp | 71.39%-58.4pp | 81.00%-68.0pp |
| Employer contribution / active EE | $1,135 | $3,114-63.6% | $4,735-76.0% | $2,440-53.5% |
| Participant deferral / active EE | $2,091 | $5,418-61.4% | $6,709-68.8% | $3,607-42.0% |
| Admin fee / account holder | $315 | $5,958-94.7% | $10,261-96.9% | $5,124-93.9% |