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 | $58,232 | $80,968-28.1% | $96,544-39.7% | $75,163-22.5% |
| Participation rate | 77.1% | 71.8%+5.4pp | 76.0%+1.2pp | 67.2%+10.0pp |
| Annual return | 8.76% | 27.06%-18.3pp | 25.84%-17.1pp | 160.62%-151.9pp |
| Employer contribution / active EE | $3,586 | $2,282+57.2% | $2,965+21.0% | $2,670+34.3% |
| Participant deferral / active EE | $1,582 | $3,928-59.7% | $4,851-67.4% | $4,125-61.7% |
| Admin fee / account holder | $2,257 | $6,724-66.4% | $8,252-72.7% | $5,651-60.1% |