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 | $27,183 | $176,056-84.6% | $159,436-83.0% | $167,490-83.8% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 5.44% | 331.75%-326.3pp | 263.57%-258.1pp | 478.56%-473.1pp |
| Employer contribution / active EE | $1,309 | $5,297-75.3% | $4,829-72.9% | $4,837-72.9% |
| Participant deferral / active EE | $1,318 | $7,750-83.0% | $7,352-82.1% | $6,341-79.2% |
| Admin fee / account holder | $3,446 | $12,554-72.6% | $10,799-68.1% | $12,309-72.0% |