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 | $124,425-63.0% | $112,040-58.9% | $137,256-66.5% |
| Participation rate | 88.2% | 79.3%+8.9pp | 76.5%+11.7pp | 80.0%+8.3pp |
| Annual return | 9.25% | 24.72%-15.5pp | 24.52%-15.3pp | 220.34%-211.1pp |
| Employer contribution / active EE | $2,160 | $3,411-36.7% | $2,954-26.9% | $4,156-48.0% |
| Participant deferral / active EE | $1,620 | $5,718-71.7% | $5,098-68.2% | $6,407-74.7% |
| Admin fee / account holder | $981 | $15,207-93.5% | $12,098-91.9% | $12,270-92.0% |