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 | $49,304 | $109,881-55.1% | $150,045-67.1% | $84,808-41.9% |
| Participation rate | 77.9% | 76.1%+1.9pp | 82.3%-4.4pp | 68.3%+9.6pp |
| Annual return | 11.94% | 28.25%-16.3pp | 62.55%-50.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,077 | $3,561-69.7% | $4,693-77.0% | $2,631-59.1% |
| Participant deferral / active EE | $1,782 | $6,636-73.1% | $7,997-77.7% | $4,212-57.7% |
| Admin fee / account holder | $1,811 | $8,568-78.9% | $13,435-86.5% | $7,344-75.3% |