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 | $40,837 | $175,202-76.7% | $149,673-72.7% | $139,434-70.7% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 7.99% | 166.71%-158.7pp | 134.42%-126.4pp | 372.94%-365.0pp |
| Employer contribution / active EE | $1,400 | $5,474-74.4% | $4,818-70.9% | $4,751-70.5% |
| Participant deferral / active EE | $1,854 | $6,519-71.6% | $5,680-67.4% | $6,710-72.4% |
| Admin fee / account holder | $2,540 | $16,150-84.3% | $13,210-80.8% | $11,403-77.7% |