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 | $109,213 | $138,347-21.1% | $184,203-40.7% | $80,856+35.1% |
| Participation rate | 72.2% | 83.9%-11.6pp | 86.8%-14.6pp | 67.6%+4.6pp |
| Annual return | 11.12% | 20.02%-8.9pp | 28.81%-17.7pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,585 | $4,850-67.3% | $6,427-75.3% | $2,755-42.5% |
| Participant deferral / active EE | $2,538 | $7,071-64.1% | $9,131-72.2% | $4,296-40.9% |
| Admin fee / account holder | $833 | $10,483-92.1% | $13,901-94.0% | $6,918-88.0% |