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 | $53,974 | $165,584-67.4% | $142,942-62.2% | $137,256-60.7% |
| Participation rate | 87.5% | 80.1%+7.4pp | 76.8%+10.7pp | 80.0%+7.5pp |
| Annual return | 8.91% | 164.22%-155.3pp | 113.70%-104.8pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,234 | $4,725-73.9% | $4,139-70.2% | $4,156-70.3% |
| Participant deferral / active EE | $1,935 | $8,194-76.4% | $7,128-72.9% | $6,407-69.8% |
| Admin fee / account holder | $729 | $16,167-95.5% | $12,475-94.2% | $12,270-94.1% |