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 | $65,529 | $91,538-28.4% | $129,995-49.6% | $75,163-12.8% |
| Participation rate | 92.5% | 71.4%+21.1pp | 78.5%+14.0pp | 67.2%+25.3pp |
| Annual return | 8.90% | -631.11%+640.0pp | -137.18%+146.1pp | 160.62%-151.7pp |
| Employer contribution / active EE | $757 | $2,845-73.4% | $4,320-82.5% | $2,670-71.7% |
| Participant deferral / active EE | $1,606 | $4,341-63.0% | $5,820-72.4% | $4,125-61.1% |
| Admin fee / account holder | $3,781 | $6,790-44.3% | $10,614-64.4% | $5,651-33.1% |