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 | $54,302 | $78,705-31.0% | $117,854-53.9% | $70,131-22.6% |
| Participation rate | 77.8% | 73.2%+4.6pp | 79.7%-1.9pp | 69.5%+8.2pp |
| Annual return | 9.86% | 23.30%-13.4pp | 335.08%-325.2pp | 73.14%-63.3pp |
| Employer contribution / active EE | $2,160 | $2,223-2.8% | $3,786-42.9% | $2,342-7.8% |
| Participant deferral / active EE | $1,271 | $3,297-61.5% | $4,482-71.6% | $3,332-61.9% |
| Admin fee / account holder | $1,852 | $5,065-63.4% | $8,020-76.9% | $4,645-60.1% |