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 | $53,393 | $95,803-44.3% | $113,168-52.8% | $84,808-37.0% |
| Participation rate | 89.3% | 72.9%+16.4pp | 76.6%+12.7pp | 68.3%+21.0pp |
| Annual return | 12.26% | 25.00%-12.7pp | 24.27%-12.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $2,679 | $2,360+13.5% | $2,975-10.0% | $2,631+1.8% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,080 | $8,989-88.0% | $12,068-91.1% | $7,344-85.3% |