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 | $69,245 | $79,449-12.8% | $189,557-63.5% | $85,850-19.3% |
| Participation rate | 73.1% | 66.0%+7.1pp | 78.4%-5.4pp | 69.3%+3.8pp |
| Annual return | 8.69% | 18.45%-9.8pp | 64.17%-55.5pp | 318.53%-309.8pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $863 | $4,051-78.7% | $6,174-86.0% | $3,952-78.2% |
| Admin fee / account holder | $3,014 | $5,377-44.0% | $9,807-69.3% | $6,260-51.9% |