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 | $42,595 | $91,538-53.5% | $129,995-67.2% | $75,163-43.3% |
| Participation rate | 89.8% | 71.4%+18.4pp | 78.5%+11.3pp | 67.2%+22.6pp |
| Annual return | 11.73% | -631.11%+642.8pp | -137.18%+148.9pp | 160.62%-148.9pp |
| Employer contribution / active EE | $4,561 | $2,845+60.3% | $4,320+5.6% | $2,670+70.8% |
| Participant deferral / active EE | $893 | $4,341-79.4% | $5,820-84.7% | $4,125-78.4% |
| Admin fee / account holder | $13,206 | $6,790+94.5% | $10,614+24.4% | $5,651+133.7% |