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 | $71,575 | $91,538-21.8% | $129,995-44.9% | $75,163-4.8% |
| Participation rate | 76.7% | 71.4%+5.3pp | 78.5%-1.7pp | 67.2%+9.6pp |
| Annual return | 9.99% | -631.11%+641.1pp | -137.18%+147.2pp | 160.62%-150.6pp |
| Employer contribution / active EE | $4,733 | $2,845+66.4% | $4,320+9.6% | $2,670+77.3% |
| Participant deferral / active EE | $1,773 | $4,341-59.2% | $5,820-69.5% | $4,125-57.0% |
| Admin fee / account holder | $2,435 | $6,790-64.1% | $10,614-77.1% | $5,651-56.9% |