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 | $57,975 | $138,347-58.1% | $184,203-68.5% | $80,856-28.3% |
| Participation rate | 87.1% | 83.9%+3.2pp | 86.8%+0.3pp | 67.6%+19.5pp |
| Annual return | 10.39% | 20.02%-9.6pp | 28.81%-18.4pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,920 | $4,850-60.4% | $6,427-70.1% | $2,755-30.3% |
| Participant deferral / active EE | $2,389 | $7,071-66.2% | $9,131-73.8% | $4,296-44.4% |
| Admin fee / account holder | $8,053 | $10,483-23.2% | $13,901-42.1% | $6,918+16.4% |