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 | $45,375 | $85,766-47.1% | $136,294-66.7% | $70,131-35.3% |
| Participation rate | 75.4% | 74.2%+1.3pp | 81.9%-6.5pp | 69.5%+5.9pp |
| Annual return | 12.31% | 31.45%-19.1pp | 5155.94%-5143.6pp | 73.14%-60.8pp |
| Employer contribution / active EE | $1,700 | $2,966-42.7% | $4,695-63.8% | $2,342-27.4% |
| Participant deferral / active EE | $1,592 | $5,051-68.5% | $6,247-74.5% | $3,332-52.2% |
| Admin fee / account holder | $2,831 | $5,420-47.8% | $9,243-69.4% | $4,645-39.1% |