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 5-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 | $38,368 | $95,266-59.7% | $82,389-53.4% | $142,382-73.1% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.5%+18.0pp | 80.1%+7.4pp |
| Annual return | 4.51% | 25.74%-21.2pp | 28.67%-24.2pp | 217.08%-212.6pp |
| Employer contribution / active EE | $1,394 | $2,991-53.4% | $2,517-44.6% | $4,299-67.6% |
| Participant deferral / active EE | $705 | $4,809-85.3% | $4,155-83.0% | $6,507-89.2% |
| Admin fee / account holder | $3,735 | $8,563-56.4% | $7,231-48.4% | $12,624-70.4% |