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 | $47,368 | $98,750-52.0% | $149,696-68.4% | $79,858-40.7% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.6%+19.3pp |
| Annual return | 5.71% | 27.43%-21.7pp | 276.60%-270.9pp | 31.71%-26.0pp |
| Employer contribution / active EE | $1,164 | $3,216-63.8% | $4,644-74.9% | $2,471-52.9% |
| Participant deferral / active EE | $1,567 | $5,680-72.4% | $6,842-77.1% | $3,740-58.1% |
| Admin fee / account holder | $6,001 | $6,053-0.8% | $9,309-35.5% | $5,306+13.1% |