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 | $68,391 | $99,652-31.4% | $78,778-13.2% | $147,584-53.7% |
| Participation rate | 82.4% | 76.2%+6.1pp | 69.2%+13.2pp | 82.8%-0.5pp |
| Annual return | 4.23% | 47.28%-43.1pp | 35.62%-31.4pp | 578.55%-574.3pp |
| Employer contribution / active EE | $500 | $2,796-82.1% | $1,986-74.8% | $4,876-89.7% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,937 | $7,155-59.0% | $5,134-42.8% | $10,885-73.0% |