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 | $33,109 | $76,552-56.7% | $123,892-73.3% | $62,891-47.4% |
| Participation rate | 88.6% | 73.0%+15.7pp | 81.4%+7.2pp | 69.3%+19.3pp |
| Annual return | 5.24% | 18.68%-13.4pp | 47.52%-42.3pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,136 | $2,883-60.6% | $4,617-75.4% | $2,281-50.2% |
| Participant deferral / active EE | $1,414 | $4,840-70.8% | $5,984-76.4% | $3,203-55.9% |
| Admin fee / account holder | $354 | $4,826-92.7% | $8,357-95.8% | $4,296-91.8% |