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 | $48,009 | $138,347-65.3% | $184,203-73.9% | $80,856-40.6% |
| Participation rate | 86.7% | 83.9%+2.8pp | 86.8%-0.2pp | 67.6%+19.0pp |
| Annual return | 7.13% | 20.02%-12.9pp | 28.81%-21.7pp | 35.59%-28.5pp |
| Employer contribution / active EE | $1,749 | $4,850-63.9% | $6,427-72.8% | $2,755-36.5% |
| Participant deferral / active EE | $1,470 | $7,071-79.2% | $9,131-83.9% | $4,296-65.8% |
| Admin fee / account holder | $1,639 | $10,483-84.4% | $13,901-88.2% | $6,918-76.3% |