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 | $40,964 | $183,963-77.7% | $162,163-74.7% | $152,861-73.2% |
| Participation rate | 86.7% | 88.5%-1.8pp | 87.6%-0.9pp | 82.4%+4.2pp |
| Annual return | 2.28% | 150.76%-148.5pp | 115.59%-113.3pp | 345.32%-343.0pp |
| Employer contribution / active EE | $3,582 | $6,371-43.8% | $5,614-36.2% | $4,762-24.8% |
| Participant deferral / active EE | $1,414 | $8,034-82.4% | $7,298-80.6% | $5,850-75.8% |
| Admin fee / account holder | $1,652 | $13,121-87.4% | $10,843-84.8% | $11,596-85.8% |