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 | $67,124 | $118,450-43.3% | $98,439-31.8% | $139,434-51.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 7.46% | 18.94%-11.5pp | 21.16%-13.7pp | 372.94%-365.5pp |
| Employer contribution / active EE | $1,525 | $3,609-57.8% | $3,048-50.0% | $4,751-67.9% |
| Participant deferral / active EE | $1,144 | $5,392-78.8% | $4,738-75.9% | $6,710-83.0% |
| Admin fee / account holder | $2,102 | $14,026-85.0% | $8,948-76.5% | $11,403-81.6% |