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 | $36,892 | $108,825-66.1% | $156,181-76.4% | $82,448-55.3% |
| Participation rate | 73.1% | 72.4%+0.7pp | 78.8%-5.8pp | 68.1%+5.0pp |
| Annual return | 11.32% | 20.59%-9.3pp | 64.87%-53.6pp | 41.64%-30.3pp |
| Employer contribution / active EE | $1,121 | $2,870-60.9% | $4,294-73.9% | $2,551-56.0% |
| Participant deferral / active EE | $1,805 | $4,577-60.6% | $6,132-70.6% | $4,139-56.4% |
| Admin fee / account holder | $12,256 | $9,341+31.2% | $14,586-16.0% | $7,234+69.4% |