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 | $32,697 | $104,475-68.7% | $159,436-79.5% | $79,386-58.8% |
| Participation rate | 77.0% | 76.6%+0.4pp | 82.8%-5.8pp | 70.7%+6.3pp |
| Annual return | 13.31% | 67.95%-54.6pp | 263.57%-250.3pp | 116.85%-103.5pp |
| Employer contribution / active EE | $1,043 | $3,417-69.5% | $4,829-78.4% | $2,427-57.0% |
| Participant deferral / active EE | $1,824 | $6,467-71.8% | $7,352-75.2% | $4,046-54.9% |
| Admin fee / account holder | $5,064 | $711+612.1% | $10,799-53.1% | $626+708.4% |