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 | $43,188 | $93,571-53.8% | $135,903-68.2% | $75,163-42.5% |
| Participation rate | 75.9% | 75.2%+0.7pp | 81.9%-6.0pp | 67.2%+8.7pp |
| Annual return | 14.10% | 30.90%-16.8pp | 68.23%-54.1pp | 160.62%-146.5pp |
| Employer contribution / active EE | $4,945 | $3,537+39.8% | $4,856+1.8% | $2,670+85.2% |
| Participant deferral / active EE | $264 | $6,404-95.9% | $7,758-96.6% | $4,125-93.6% |
| Admin fee / account holder | $1,374 | $6,975-80.3% | $10,762-87.2% | $5,651-75.7% |