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 | $85,255 | $87,841-2.9% | $133,980-36.4% | $62,891+35.6% |
| Participation rate | 88.4% | 83.4%+5.0pp | 87.1%+1.3pp | 69.3%+19.1pp |
| Annual return | 3.55% | 12.05%-8.5pp | 29.30%-25.7pp | 20.14%-16.6pp |
| Employer contribution / active EE | $2,692 | $3,483-22.7% | $5,211-48.3% | $2,281+18.0% |
| Participant deferral / active EE | $2,009 | $4,812-58.2% | $6,282-68.0% | $3,203-37.3% |
| Admin fee / account holder | $5,416 | $5,371+0.8% | $9,324-41.9% | $4,296+26.1% |