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 | $37,046 | $93,571-60.4% | $135,903-72.7% | $75,163-50.7% |
| Participation rate | 74.5% | 75.2%-0.7pp | 81.9%-7.4pp | 67.2%+7.3pp |
| Annual return | 14.86% | 30.90%-16.0pp | 68.23%-53.4pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,107 | $3,537-68.7% | $4,856-77.2% | $2,670-58.5% |
| Participant deferral / active EE | $2,332 | $6,404-63.6% | $7,758-69.9% | $4,125-43.5% |
| Admin fee / account holder | $1,148 | $6,975-83.5% | $10,762-89.3% | $5,651-79.7% |