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 | $33,486 | $92,985-64.0% | $153,485-78.2% | $80,856-58.6% |
| Participation rate | 92.0% | 69.0%+23.0pp | 77.1%+14.9pp | 67.6%+24.4pp |
| Annual return | 9.50% | 19.95%-10.4pp | 15.65%-6.1pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,498 | $3,507-57.3% | $5,039-70.3% | $2,755-45.6% |
| Participant deferral / active EE | $1,611 | $5,178-68.9% | $6,757-76.2% | $4,296-62.5% |
| Admin fee / account holder | $2,545 | $8,880-71.3% | $12,724-80.0% | $6,918-63.2% |