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 | $26,149 | $135,952-80.8% | $123,892-78.9% | $273,961-90.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 2.78% | 56.63%-53.9pp | 47.52%-44.7pp | 41.45%-38.7pp |
| Employer contribution / active EE | $2,843 | $5,170-45.0% | $4,617-38.4% | $4,869-41.6% |
| Participant deferral / active EE | $877 | $6,343-86.2% | $5,984-85.3% | $5,287-83.4% |
| Admin fee / account holder | $1,028 | $9,817-89.5% | $8,357-87.7% | $10,132-89.9% |