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 | $44,648 | $77,503-42.4% | $100,391-55.5% | $80,856-44.8% |
| Participation rate | 87.5% | 76.9%+10.6pp | 81.5%+6.0pp | 67.6%+19.9pp |
| Annual return | 8.99% | 37.20%-28.2pp | 49.20%-40.2pp | 35.59%-26.6pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,696 | $6,820-60.5% | $8,082-66.6% | $4,296-37.2% |
| Admin fee / account holder | $9,834 | $5,897+66.8% | $7,899+24.5% | $6,918+42.2% |