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 | $41,714 | $76,552-45.5% | $123,892-66.3% | $62,891-33.7% |
| Participation rate | 90.0% | 73.0%+17.0pp | 81.4%+8.6pp | 69.3%+20.7pp |
| Annual return | -0.60% | 18.68%-19.3pp | 47.52%-48.1pp | 20.14%-20.7pp |
| Employer contribution / active EE | $1,238 | $2,883-57.1% | $4,617-73.2% | $2,281-45.7% |
| Participant deferral / active EE | $1,864 | $4,840-61.5% | $5,984-68.8% | $3,203-41.8% |
| Admin fee / account holder | $740 | $4,826-84.7% | $8,357-91.1% | $4,296-82.8% |