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 | $73,587 | $101,724-27.7% | $164,813-55.4% | $80,856-9.0% |
| Participation rate | 88.1% | 71.8%+16.3pp | 78.6%+9.5pp | 67.6%+20.5pp |
| Annual return | 8.86% | 16.72%-7.9pp | 69.93%-61.1pp | 35.59%-26.7pp |
| Employer contribution / active EE | $6,221 | $2,953+110.6% | $4,341+43.3% | $2,755+125.8% |
| Participant deferral / active EE | $1,739 | $4,477-61.2% | $6,031-71.2% | $4,296-59.5% |
| Admin fee / account holder | $5,381 | $8,227-34.6% | $12,690-57.6% | $6,918-22.2% |