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 | $29,747 | $154,117-80.7% | $129,995-77.1% | $139,434-78.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 7.44% | 32.48%-25.0pp | -137.18%+144.6pp | 372.94%-365.5pp |
| Employer contribution / active EE | $1,375 | $5,289-74.0% | $4,320-68.2% | $4,751-71.1% |
| Participant deferral / active EE | $1,930 | $6,710-71.2% | $5,820-66.8% | $6,710-71.2% |
| Admin fee / account holder | $32,686 | $14,007+133.4% | $10,614+207.9% | $11,403+186.7% |