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 | $77,777 | $148,534-47.6% | $135,903-42.8% | $139,434-44.2% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 7.87% | 79.19%-71.3pp | 68.23%-60.4pp | 372.94%-365.1pp |
| Employer contribution / active EE | $1,561 | $5,243-70.2% | $4,856-67.8% | $4,751-67.1% |
| Participant deferral / active EE | $1,118 | $8,100-86.2% | $7,758-85.6% | $6,710-83.3% |
| Admin fee / account holder | $13,922 | $12,400+12.3% | $10,762+29.4% | $11,403+22.1% |