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 | $109,592 | $148,978-26.4% | $200,582-45.4% | $84,808+29.2% |
| Participation rate | 96.3% | 84.2%+12.1pp | 86.9%+9.4pp | 68.3%+28.0pp |
| Annual return | 11.67% | 28.16%-16.5pp | 42.33%-30.7pp | 40.90%-29.2pp |
| Employer contribution / active EE | $5,853 | $4,815+21.5% | $6,419-8.8% | $2,631+122.4% |
| Participant deferral / active EE | $2,856 | $7,142-60.0% | $9,331-69.4% | $4,212-32.2% |
| Admin fee / account holder | $829 | $13,977-94.1% | $16,305-94.9% | $7,344-88.7% |