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 | $31,886 | $78,672-59.5% | $109,143-70.8% | $85,850-62.9% |
| Participation rate | 90.9% | 68.3%+22.6pp | 75.9%+15.0pp | 69.3%+21.6pp |
| Annual return | 10.12% | 25.09%-15.0pp | 25.75%-15.6pp | 318.53%-308.4pp |
| Employer contribution / active EE | $1,136 | $2,735-58.5% | $3,722-69.5% | $2,565-55.7% |
| Participant deferral / active EE | $1,470 | $3,467-57.6% | $4,653-68.4% | $3,952-62.8% |
| Admin fee / account holder | $666 | $5,469-87.8% | $6,752-90.1% | $6,260-89.4% |