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 | $22,009 | $81,460-73.0% | $103,333-78.7% | $80,856-72.8% |
| Participation rate | 88.3% | 66.8%+21.5pp | 74.5%+13.8pp | 67.6%+20.7pp |
| Annual return | 10.33% | 25.55%-15.2pp | 24.88%-14.6pp | 35.59%-25.3pp |
| Employer contribution / active EE | $3,497 | $3,105+12.6% | $3,868-9.6% | $2,755+27.0% |
| Participant deferral / active EE | $932 | $3,869-75.9% | $5,057-81.6% | $4,296-78.3% |
| Admin fee / account holder | $1,342 | $6,566-79.6% | $8,355-83.9% | $6,918-80.6% |