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 | $61,140 | $109,413-44.1% | $156,263-60.9% | $84,808-27.9% |
| Participation rate | 82.5% | 72.7%+9.8pp | 78.9%+3.6pp | 68.3%+14.2pp |
| Annual return | 10.08% | 20.18%-10.1pp | 59.47%-49.4pp | 40.90%-30.8pp |
| Employer contribution / active EE | $5,411 | $2,907+86.1% | $4,333+24.9% | $2,631+105.7% |
| Participant deferral / active EE | $15 | $4,590-99.7% | $6,158-99.8% | $4,212-99.6% |
| Admin fee / account holder | $6,078 | $9,357-35.0% | $14,255-57.4% | $7,344-17.2% |