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 | $100,603 | $67,606+48.8% | $82,313+22.2% | $70,131+43.5% |
| Participation rate | 89.7% | 72.8%+16.9pp | 76.9%+12.8pp | 69.5%+20.1pp |
| Annual return | 4.67% | 21.57%-16.9pp | 25.88%-21.2pp | 73.14%-68.5pp |
| Employer contribution / active EE | $809 | $1,755-53.9% | $2,428-66.7% | $2,342-65.5% |
| Participant deferral / active EE | $880 | $2,987-70.5% | $3,706-76.3% | $3,332-73.6% |
| Admin fee / account holder | $831 | $4,512-81.6% | $5,608-85.2% | $4,645-82.1% |