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 | $47,323 | $104,664-54.8% | $85,682-44.8% | $167,490-71.7% |
| Participation rate | 90.0% | 76.4%+13.6pp | 69.9%+20.1pp | 82.1%+7.9pp |
| Annual return | 8.83% | 21.45%-12.6pp | 21.49%-12.7pp | 478.56%-469.7pp |
| Employer contribution / active EE | $2,687 | $3,337-19.5% | $2,618+2.6% | $4,837-44.5% |
| Participant deferral / active EE | $695 | $4,824-85.6% | $3,923-82.3% | $6,341-89.0% |
| Admin fee / account holder | $5,807 | $10,032-42.1% | $6,873-15.5% | $12,309-52.8% |