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 | $46,006 | $127,065-63.8% | $113,168-59.3% | $142,382-67.7% |
| Participation rate | 88.2% | 79.2%+9.0pp | 76.6%+11.7pp | 80.1%+8.1pp |
| Annual return | 9.25% | 24.03%-14.8pp | 24.27%-15.0pp | 217.08%-207.8pp |
| Employer contribution / active EE | $2,160 | $3,442-37.2% | $2,975-27.4% | $4,299-49.7% |
| Participant deferral / active EE | $1,620 | $5,716-71.7% | $5,107-68.3% | $6,507-75.1% |
| Admin fee / account holder | $981 | $15,736-93.8% | $12,068-91.9% | $12,624-92.2% |