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 | $61,518 | $87,841-30.0% | $133,980-54.1% | $62,891-2.2% |
| Participation rate | 95.3% | 83.4%+11.9pp | 87.1%+8.2pp | 69.3%+26.0pp |
| Annual return | 4.72% | 12.05%-7.3pp | 29.30%-24.6pp | 20.14%-15.4pp |
| Employer contribution / active EE | $2,093 | $3,483-39.9% | $5,211-59.8% | $2,281-8.2% |
| Participant deferral / active EE | $1,859 | $4,812-61.4% | $6,282-70.4% | $3,203-42.0% |
| Admin fee / account holder | $624 | $5,371-88.4% | $9,324-93.3% | $4,296-85.5% |