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 | $50,734 | $77,503-34.5% | $100,391-49.5% | $80,856-37.3% |
| Participation rate | 76.5% | 76.9%-0.5pp | 81.5%-5.0pp | 67.6%+8.8pp |
| Annual return | 12.22% | 37.20%-25.0pp | 49.20%-37.0pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,326 | $2,801-52.7% | $3,942-66.4% | $2,755-51.9% |
| Participant deferral / active EE | $2,578 | $6,820-62.2% | $8,082-68.1% | $4,296-40.0% |
| Admin fee / account holder | $938 | $5,897-84.1% | $7,899-88.1% | $6,918-86.4% |