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 | $72,781 | $109,359-33.4% | $162,163-55.1% | $72,985-0.3% |
| Participation rate | 96.6% | 84.3%+12.3pp | 87.6%+9.0pp | 69.5%+27.1pp |
| Annual return | 10.68% | 25.46%-14.8pp | 115.59%-104.9pp | 81.00%-70.3pp |
| Employer contribution / active EE | $4,310 | $3,907+10.3% | $5,614-23.2% | $2,440+76.7% |
| Participant deferral / active EE | $1,470 | $5,481-73.2% | $7,298-79.9% | $3,607-59.3% |
| Admin fee / account holder | $2,115 | $7,972-73.5% | $10,843-80.5% | $5,124-58.7% |