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 | $32,568 | $124,281-73.8% | $109,143-70.2% | $167,490-80.6% |
| Participation rate | 81.8% | 79.4%+2.4pp | 75.9%+5.9pp | 82.1%-0.3pp |
| Annual return | 7.43% | 26.04%-18.6pp | 25.75%-18.3pp | 478.56%-471.1pp |
| Employer contribution / active EE | $2,880 | $4,207-31.6% | $3,722-22.6% | $4,837-40.5% |
| Participant deferral / active EE | $1,300 | $5,255-75.3% | $4,653-72.1% | $6,341-79.5% |
| Admin fee / account holder | $4,197 | $7,970-47.3% | $6,752-37.8% | $12,309-65.9% |