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 | $95,358 | $197,591-51.7% | $177,821-46.4% | $158,922-40.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 4.21% | 58.76%-54.5pp | 48.32%-44.1pp | 302.83%-298.6pp |
| Employer contribution / active EE | $3,497 | $6,697-47.8% | $5,918-40.9% | $4,761-26.5% |
| Participant deferral / active EE | $2,568 | $8,405-69.4% | $7,714-66.7% | $5,982-57.1% |
| Admin fee / account holder | $35,867 | $15,399+132.9% | $12,427+188.6% | $11,246+218.9% |