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 | $49,530 | $80,673-38.6% | $101,326-51.1% | $84,808-41.6% |
| Participation rate | 74.3% | 77.8%-3.5pp | 81.5%-7.2pp | 68.3%+6.0pp |
| Annual return | 13.42% | 38.95%-25.5pp | 36.82%-23.4pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,439 | $2,698-46.7% | $3,665-60.7% | $2,631-45.3% |
| Participant deferral / active EE | $1,791 | $6,840-73.8% | $7,994-77.6% | $4,212-57.5% |
| Admin fee / account holder | $11,632 | $12,784-9.0% | $11,185+4.0% | $7,344+58.4% |