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 | $54,244 | $125,758-56.9% | $169,993-68.1% | $75,163-27.8% |
| Participation rate | 77.5% | 83.6%-6.1pp | 87.0%-9.5pp | 67.2%+10.3pp |
| Annual return | 12.91% | 27.20%-14.3pp | 53.37%-40.5pp | 160.62%-147.7pp |
| Employer contribution / active EE | $3,343 | $4,615-27.6% | $6,785-50.7% | $2,670+25.2% |
| Participant deferral / active EE | $2,447 | $6,837-64.2% | $10,408-76.5% | $4,125-40.7% |
| Admin fee / account holder | $15,304 | $8,173+87.2% | $12,815+19.4% | $5,651+170.8% |