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 | $55,013 | $67,411-18.4% | $91,001-39.5% | $70,131-21.6% |
| Participation rate | 74.1% | 71.4%+2.7pp | 75.6%-1.5pp | 69.5%+4.5pp |
| Annual return | 11.95% | -40.16%+52.1pp | 4.60%+7.3pp | 73.14%-61.2pp |
| Employer contribution / active EE | $2,032 | $1,786+13.8% | $2,456-17.2% | $2,342-13.2% |
| Participant deferral / active EE | $687 | $2,823-75.7% | $3,547-80.6% | $3,332-79.4% |
| Admin fee / account holder | $1,639 | $4,236-61.3% | $5,417-69.7% | $4,645-64.7% |