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 | $51,923 | $90,503-42.6% | $78,689-34.0% | $273,961-81.0% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 1.54% | 75.60%-74.1pp | 62.18%-60.6pp | 41.45%-39.9pp |
| Employer contribution / active EE | $3,760 | $3,176+18.4% | $2,851+31.9% | $4,869-22.8% |
| Participant deferral / active EE | $240 | $3,901-93.8% | $3,517-93.2% | $5,287-95.5% |
| Admin fee / account holder | $26,040 | $5,263+394.8% | $4,510+477.3% | $10,132+157.0% |