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 | $45,128 | $85,766-47.4% | $136,294-66.9% | $70,131-35.7% |
| Participation rate | 90.6% | 74.2%+16.5pp | 81.9%+8.7pp | 69.5%+21.1pp |
| Annual return | 14.15% | 31.45%-17.3pp | 5155.94%-5141.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,823 | $2,966-38.6% | $4,695-61.2% | $2,342-22.2% |
| Participant deferral / active EE | $2,084 | $5,051-58.7% | $6,247-66.6% | $3,332-37.4% |
| Admin fee / account holder | $3,005 | $5,420-44.6% | $9,243-67.5% | $4,645-35.3% |