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 | $50,531 | $102,317-50.6% | $146,958-65.6% | $80,856-37.5% |
| Participation rate | 81.0% | 75.8%+5.1pp | 82.2%-1.2pp | 67.6%+13.3pp |
| Annual return | 6.63% | 134.76%-128.1pp | 418.34%-411.7pp | 35.59%-29.0pp |
| Employer contribution / active EE | $1,574 | $3,713-57.6% | $4,933-68.1% | $2,755-42.9% |
| Participant deferral / active EE | $1,387 | $6,644-79.1% | $8,070-82.8% | $4,296-67.7% |
| Admin fee / account holder | $901 | $7,941-88.7% | $12,998-93.1% | $6,918-87.0% |