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 | $42,788 | $70,475-39.3% | $100,516-57.4% | $79,858-46.4% |
| Participation rate | 82.8% | 73.7%+9.1pp | 79.4%+3.4pp | 69.6%+13.1pp |
| Annual return | 11.30% | 21.90%-10.6pp | 30.89%-19.6pp | 31.71%-20.4pp |
| Employer contribution / active EE | $333 | $2,165-84.6% | $3,418-90.2% | $2,471-86.5% |
| Participant deferral / active EE | $2,233 | $5,181-56.9% | $6,270-64.4% | $3,740-40.3% |
| Admin fee / account holder | $4,257 | $4,478-4.9% | $8,081-47.3% | $5,306-19.8% |