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 | $43,481 | $78,422-44.6% | $95,952-54.7% | $79,858-45.6% |
| Participation rate | 74.3% | 73.5%+0.8pp | 77.1%-2.8pp | 69.6%+4.7pp |
| Annual return | 9.30% | 19.37%-10.1pp | 91.61%-82.3pp | 31.71%-22.4pp |
| Employer contribution / active EE | $591 | $1,945-69.6% | $2,541-76.8% | $2,471-76.1% |
| Participant deferral / active EE | $1,280 | $3,440-62.8% | $4,167-69.3% | $3,740-65.8% |
| Admin fee / account holder | $1,929 | $5,622-65.7% | $6,795-71.6% | $5,306-63.7% |