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 | $43,185 | $63,355-31.8% | $91,989-53.1% | $72,985-40.8% |
| Participation rate | 96.3% | 72.5%+23.8pp | 78.6%+17.7pp | 69.5%+26.8pp |
| Annual return | 11.43% | 35.35%-23.9pp | 69.02%-57.6pp | 81.00%-69.6pp |
| Employer contribution / active EE | $2,611 | $2,116+23.4% | $3,452-24.3% | $2,440+7.0% |
| Participant deferral / active EE | $1,929 | $4,883-60.5% | $5,923-67.4% | $3,607-46.5% |
| Admin fee / account holder | $10,069 | $4,668+115.7% | $7,743+30.0% | $5,124+96.5% |