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 | $91,049 | $125,758-27.6% | $169,993-46.4% | $75,163+21.1% |
| Participation rate | 88.5% | 83.6%+4.9pp | 87.0%+1.5pp | 67.2%+21.3pp |
| Annual return | 7.51% | 27.20%-19.7pp | 53.37%-45.9pp | 160.62%-153.1pp |
| Employer contribution / active EE | $5,769 | $4,615+25.0% | $6,785-15.0% | $2,670+116.1% |
| Participant deferral / active EE | $2,463 | $6,837-64.0% | $10,408-76.3% | $4,125-40.3% |
| Admin fee / account holder | $4,107 | $8,173-49.8% | $12,815-68.0% | $5,651-27.3% |