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 | $22,309 | $85,202-73.8% | $172,739-87.1% | $72,985-69.4% |
| Participation rate | 91.2% | 70.1%+21.1pp | 82.6%+8.5pp | 69.5%+21.7pp |
| Annual return | 14.17% | 27.32%-13.2pp | 802.84%-788.7pp | 81.00%-66.8pp |
| Employer contribution / active EE | $1,820 | $3,324-45.3% | $5,143-64.6% | $2,440-25.4% |
| Participant deferral / active EE | $301 | $3,260-90.8% | $5,198-94.2% | $3,607-91.6% |
| Admin fee / account holder | $1,690 | $5,884-71.3% | $13,954-87.9% | $5,124-67.0% |