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 | $39,288 | $183,963-78.6% | $162,163-75.8% | $152,861-74.3% |
| Participation rate | 85.0% | 88.5%-3.5pp | 87.6%-2.6pp | 82.4%+2.6pp |
| Annual return | 4.18% | 150.76%-146.6pp | 115.59%-111.4pp | 345.32%-341.1pp |
| Employer contribution / active EE | $1,925 | $6,371-69.8% | $5,614-65.7% | $4,762-59.6% |
| Participant deferral / active EE | $244 | $8,034-97.0% | $7,298-96.7% | $5,850-95.8% |
| Admin fee / account holder | $2,150 | $13,121-83.6% | $10,843-80.2% | $11,596-81.5% |