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 | $35,377 | $76,552-53.8% | $123,892-71.4% | $62,891-43.7% |
| Participation rate | 92.9% | 73.0%+19.9pp | 81.4%+11.4pp | 69.3%+23.6pp |
| Annual return | 4.64% | 18.68%-14.0pp | 47.52%-42.9pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,287 | $2,883-55.4% | $4,617-72.1% | $2,281-43.6% |
| Participant deferral / active EE | $1,228 | $4,840-74.6% | $5,984-79.5% | $3,203-61.7% |
| Admin fee / account holder | $2,181 | $4,826-54.8% | $8,357-73.9% | $4,296-49.2% |