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 | $42,433 | $138,347-69.3% | $184,203-77.0% | $80,856-47.5% |
| Participation rate | 85.3% | 83.9%+1.4pp | 86.8%-1.5pp | 67.6%+17.7pp |
| Annual return | 10.99% | 20.02%-9.0pp | 28.81%-17.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,705 | $4,850-64.9% | $6,427-73.5% | $2,755-38.1% |
| Participant deferral / active EE | $2,781 | $7,071-60.7% | $9,131-69.5% | $4,296-35.3% |
| Admin fee / account holder | $9,229 | $10,483-12.0% | $13,901-33.6% | $6,918+33.4% |