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 | $45,144 | $153,772-70.6% | $133,980-66.3% | $273,961-83.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 3.18% | 36.51%-33.3pp | 29.30%-26.1pp | 41.45%-38.3pp |
| Employer contribution / active EE | $4,734 | $6,029-21.5% | $5,211-9.2% | $4,869-2.8% |
| Participant deferral / active EE | $1,481 | $6,958-78.7% | $6,282-76.4% | $5,287-72.0% |
| Admin fee / account holder | $8,296 | $11,765-29.5% | $9,324-11.0% | $10,132-18.1% |