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 | $46,123 | $214,378-78.5% | $200,582-77.0% | $142,382-67.6% |
| Participation rate | 70.8% | 87.4%-16.6pp | 86.9%-16.1pp | 80.1%-9.3pp |
| Annual return | 7.44% | 46.41%-39.0pp | 42.33%-34.9pp | 217.08%-209.6pp |
| Employer contribution / active EE | $2,034 | $6,841-70.3% | $6,419-68.3% | $4,299-52.7% |
| Participant deferral / active EE | $2,765 | $9,865-72.0% | $9,331-70.4% | $6,507-57.5% |
| Admin fee / account holder | $3,099 | $17,692-82.5% | $16,305-81.0% | $12,624-75.5% |