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 | $38,944 | $69,477-43.9% | $94,646-58.9% | $71,457-45.5% |
| Participation rate | 75.2% | 78.4%-3.2pp | 80.8%-5.6pp | 67.9%+7.3pp |
| Annual return | 14.98% | 29.66%-14.7pp | 156.71%-141.7pp | 28.85%-13.9pp |
| Employer contribution / active EE | $2,260 | $2,853-20.8% | $3,672-38.5% | $2,588-12.7% |
| Participant deferral / active EE | $1,416 | $7,345-80.7% | $7,418-80.9% | $4,289-67.0% |
| Admin fee / account holder | $716 | $1,210-40.8% | $7,231-90.1% | $1,587-54.9% |