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 | $57,486 | $100,041-42.5% | $149,718-61.6% | $70,131-18.0% |
| Participation rate | 90.3% | 83.6%+6.7pp | 87.1%+3.3pp | 69.5%+20.8pp |
| Annual return | 12.09% | 27.43%-15.3pp | 1501.63%-1489.5pp | 73.14%-61.0pp |
| Employer contribution / active EE | $2,972 | $3,662-18.8% | $5,445-45.4% | $2,342+26.9% |
| Participant deferral / active EE | $2,037 | $4,983-59.1% | $6,569-69.0% | $3,332-38.9% |
| Admin fee / account holder | $901 | $8,286-89.1% | $11,283-92.0% | $4,645-80.6% |