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 | $51,841 | $125,758-58.8% | $169,993-69.5% | $75,163-31.0% |
| Participation rate | 77.8% | 83.6%-5.8pp | 87.0%-9.2pp | 67.2%+10.6pp |
| Annual return | 12.21% | 27.20%-15.0pp | 53.37%-41.2pp | 160.62%-148.4pp |
| Employer contribution / active EE | $1,739 | $4,615-62.3% | $6,785-74.4% | $2,670-34.9% |
| Participant deferral / active EE | $1,541 | $6,837-77.5% | $10,408-85.2% | $4,125-62.7% |
| Admin fee / account holder | $2,545 | $8,173-68.9% | $12,815-80.1% | $5,651-55.0% |