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 | $40,936 | $106,584-61.6% | $101,326-59.6% | $142,382-71.2% |
| Participation rate | 72.2% | 82.7%-10.5pp | 81.5%-9.3pp | 80.1%-7.9pp |
| Annual return | 8.62% | 36.93%-28.3pp | 36.82%-28.2pp | 217.08%-208.5pp |
| Employer contribution / active EE | $635 | $3,956-83.9% | $3,665-82.7% | $4,299-85.2% |
| Participant deferral / active EE | $882 | $8,297-89.4% | $7,994-89.0% | $6,507-86.4% |
| Admin fee / account holder | $20,053 | $11,446+75.2% | $11,185+79.3% | $12,624+58.9% |