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 | $21,246 | $117,983-82.0% | $101,794-79.1% | $142,382-85.1% |
| Participation rate | 94.1% | 74.2%+19.9pp | 69.2%+24.9pp | 80.1%+14.0pp |
| Annual return | 7.08% | 36.92%-29.8pp | 30.53%-23.4pp | 217.08%-210.0pp |
| Employer contribution / active EE | $1,254 | $2,773-54.8% | $2,289-45.2% | $4,299-70.8% |
| Participant deferral / active EE | $200 | $4,714-95.8% | $4,084-95.1% | $6,507-96.9% |
| Admin fee / account holder | $2,715 | $10,433-74.0% | $8,777-69.1% | $12,624-78.5% |