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 | $66,905 | $138,347-51.6% | $184,203-63.7% | $80,856-17.3% |
| Participation rate | 87.8% | 83.9%+3.9pp | 86.8%+1.0pp | 67.6%+20.2pp |
| Annual return | 8.14% | 20.02%-11.9pp | 28.81%-20.7pp | 35.59%-27.5pp |
| Employer contribution / active EE | $3,285 | $4,850-32.3% | $6,427-48.9% | $2,755+19.2% |
| Participant deferral / active EE | $2,797 | $7,071-60.4% | $9,131-69.4% | $4,296-34.9% |
| Admin fee / account holder | $10,985 | $10,483+4.8% | $13,901-21.0% | $6,918+58.8% |