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 | $41,004 | $79,944-48.7% | $98,439-58.3% | $75,163-45.4% |
| Participation rate | 82.8% | 70.4%+12.4pp | 75.2%+7.6pp | 67.2%+15.6pp |
| Annual return | 10.42% | 19.75%-9.3pp | 21.16%-10.7pp | 160.62%-150.2pp |
| Employer contribution / active EE | $2,704 | $2,264+19.5% | $3,048-11.3% | $2,670+1.3% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,161 | $6,840-68.4% | $8,948-75.9% | $5,651-61.8% |