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 | $53,120 | $70,669-24.8% | $169,368-68.6% | $75,163-29.3% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 11.12% | 36.36%-25.2pp | 405.60%-394.5pp | 160.62%-149.5pp |
| Employer contribution / active EE | $1,484 | $2,211-32.9% | $4,013-63.0% | $2,670-44.4% |
| Participant deferral / active EE | $1,154 | $4,311-73.2% | $6,221-81.4% | $4,125-72.0% |
| Admin fee / account holder | $11,993 | $5,402+122.0% | $9,003+33.2% | $5,651+112.2% |