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 | $49,138 | $89,355-45.0% | $141,162-65.2% | $72,985-32.7% |
| Participation rate | 72.2% | 75.1%-2.9pp | 82.5%-10.2pp | 69.5%+2.7pp |
| Annual return | 13.72% | 111.85%-98.1pp | 71.39%-57.7pp | 81.00%-67.3pp |
| Employer contribution / active EE | $1,182 | $3,114-62.0% | $4,735-75.0% | $2,440-51.5% |
| Participant deferral / active EE | $1,791 | $5,418-66.9% | $6,709-73.3% | $3,607-50.4% |
| Admin fee / account holder | $10,322 | $5,958+73.2% | $10,261+0.6% | $5,124+101.4% |