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 | $29,860 | $98,750-69.8% | $149,696-80.1% | $79,858-62.6% |
| Participation rate | 82.5% | 75.8%+6.7pp | 82.5%0pp | 69.6%+12.8pp |
| Annual return | 11.17% | 27.43%-16.3pp | 276.60%-265.4pp | 31.71%-20.5pp |
| Employer contribution / active EE | $1,556 | $3,216-51.6% | $4,644-66.5% | $2,471-37.0% |
| Participant deferral / active EE | $2,290 | $5,680-59.7% | $6,842-66.5% | $3,740-38.8% |
| Admin fee / account holder | $9,561 | $6,053+58.0% | $9,309+2.7% | $5,306+80.2% |