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 | $37,906 | $109,359-65.3% | $162,163-76.6% | $72,985-48.1% |
| Participation rate | 93.8% | 84.3%+9.5pp | 87.6%+6.2pp | 69.5%+24.3pp |
| Annual return | 13.93% | 25.46%-11.5pp | 115.59%-101.7pp | 81.00%-67.1pp |
| Employer contribution / active EE | $1,255 | $3,907-67.9% | $5,614-77.6% | $2,440-48.5% |
| Participant deferral / active EE | $1,933 | $5,481-64.7% | $7,298-73.5% | $3,607-46.4% |
| Admin fee / account holder | $1,066 | $7,972-86.6% | $10,843-90.2% | $5,124-79.2% |