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 | $44,478 | $125,758-64.6% | $169,993-73.8% | $75,163-40.8% |
| Participation rate | 92.0% | 83.6%+8.4pp | 87.0%+5.0pp | 67.2%+24.8pp |
| Annual return | 11.44% | 27.20%-15.8pp | 53.37%-41.9pp | 160.62%-149.2pp |
| Employer contribution / active EE | $2,596 | $4,615-43.7% | $6,785-61.7% | $2,670-2.7% |
| Participant deferral / active EE | $2,290 | $6,837-66.5% | $10,408-78.0% | $4,125-44.5% |
| Admin fee / account holder | $14,251 | $8,173+74.4% | $12,815+11.2% | $5,651+152.2% |