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 | $43,664 | $64,348-32.1% | $90,160-51.6% | $70,131-37.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 7.84% | 28.13%-20.3pp | 34.88%-27.0pp | 73.14%-65.3pp |
| Employer contribution / active EE | $2,391 | $2,046+16.9% | $3,318-27.9% | $2,342+2.1% |
| Participant deferral / active EE | $1,452 | $4,389-66.9% | $5,288-72.5% | $3,332-56.4% |
| Admin fee / account holder | $1,351 | $3,944-65.7% | $5,943-77.3% | $4,645-70.9% |