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 | $58,698 | $74,888-21.6% | $71,209-17.6% | $142,382-58.8% |
| Participation rate | 76.5% | 76.2%+0.2pp | 73.8%+2.7pp | 80.1%-3.6pp |
| Annual return | 12.63% | 345.14%-332.5pp | 282.51%-269.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,887 | $2,854+1.2% | $2,721+6.1% | $4,299-32.8% |
| Participant deferral / active EE | $306 | $4,454-93.1% | $4,175-92.7% | $6,507-95.3% |
| Admin fee / account holder | $1,278 | $5,568-77.0% | $5,349-76.1% | $12,624-89.9% |