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 | $53,151 | $87,013-38.9% | $106,213-50.0% | $80,856-34.3% |
| Participation rate | 78.1% | 70.4%+7.7pp | 75.3%+2.8pp | 67.6%+10.5pp |
| Annual return | 10.06% | 17.05%-7.0pp | 116.14%-106.1pp | 35.59%-25.5pp |
| Employer contribution / active EE | $872 | $2,395-63.6% | $3,171-72.5% | $2,755-68.4% |
| Participant deferral / active EE | $1,560 | $3,986-60.9% | $5,016-68.9% | $4,296-63.7% |
| Admin fee / account holder | $11,636 | $8,431+38.0% | $11,033+5.5% | $6,918+68.2% |