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 | $49,366 | $138,347-64.3% | $184,203-73.2% | $80,856-38.9% |
| Participation rate | 88.5% | 83.9%+4.6pp | 86.8%+1.6pp | 67.6%+20.8pp |
| Annual return | 9.67% | 20.02%-10.3pp | 28.81%-19.1pp | 35.59%-25.9pp |
| Employer contribution / active EE | $2,647 | $4,850-45.4% | $6,427-58.8% | $2,755-3.9% |
| Participant deferral / active EE | $2,206 | $7,071-68.8% | $9,131-75.8% | $4,296-48.7% |
| Admin fee / account holder | $923 | $10,483-91.2% | $13,901-93.4% | $6,918-86.7% |