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 | $94,009 | $165,335-43.1% | $149,696-37.2% | $158,922-40.8% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 5.85% | 348.15%-342.3pp | 276.60%-270.8pp | 302.83%-297.0pp |
| Employer contribution / active EE | $1,583 | $5,103-69.0% | $4,644-65.9% | $4,761-66.8% |
| Participant deferral / active EE | $5 | $7,181-99.9% | $6,842-99.9% | $5,982-99.9% |
| Admin fee / account holder | $16,613 | $10,807+53.7% | $9,309+78.5% | $11,246+47.7% |