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 | $28,018 | $63,355-55.8% | $91,989-69.5% | $72,985-61.6% |
| Participation rate | 77.8% | 72.5%+5.3pp | 78.6%-0.9pp | 69.5%+8.3pp |
| Annual return | 15.35% | 35.35%-20.0pp | 69.02%-53.7pp | 81.00%-65.7pp |
| Employer contribution / active EE | $1,115 | $2,116-47.3% | $3,452-67.7% | $2,440-54.3% |
| Participant deferral / active EE | $1,308 | $4,883-73.2% | $5,923-77.9% | $3,607-63.7% |
| Admin fee / account holder | $3,023 | $4,668-35.2% | $7,743-61.0% | $5,124-41.0% |