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 | $82,853 | $127,065-34.8% | $113,168-26.8% | $142,382-41.8% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 9.92% | 24.03%-14.1pp | 24.27%-14.3pp | 217.08%-207.2pp |
| Employer contribution / active EE | $15,245 | $3,442+342.9% | $2,975+412.4% | $4,299+254.6% |
| Participant deferral / active EE | $1,008 | $5,716-82.4% | $5,107-80.3% | $6,507-84.5% |
| Admin fee / account holder | $1,770 | $15,736-88.7% | $12,068-85.3% | $12,624-86.0% |