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 | $42,748 | $137,414-68.9% | $189,513-77.4% | $85,850-50.2% |
| Participation rate | 81.0% | 84.6%-3.6pp | 87.8%-6.8pp | 69.3%+11.7pp |
| Annual return | 9.14% | 38.14%-29.0pp | 555.15%-546.0pp | 318.53%-309.4pp |
| Employer contribution / active EE | $1,463 | $4,344-66.3% | $6,162-76.3% | $2,565-43.0% |
| Participant deferral / active EE | $2,633 | $6,260-57.9% | $8,221-68.0% | $3,952-33.4% |
| Admin fee / account holder | $1,495 | $8,630-82.7% | $12,045-87.6% | $6,260-76.1% |