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 | $55,471 | $148,978-62.8% | $200,582-72.3% | $84,808-34.6% |
| Participation rate | 86.7% | 84.2%+2.4pp | 86.9%-0.2pp | 68.3%+18.4pp |
| Annual return | 10.77% | 28.16%-17.4pp | 42.33%-31.6pp | 40.90%-30.1pp |
| Employer contribution / active EE | $2,077 | $4,815-56.9% | $6,419-67.6% | $2,631-21.1% |
| Participant deferral / active EE | $1,397 | $7,142-80.4% | $9,331-85.0% | $4,212-66.8% |
| Admin fee / account holder | $8,394 | $13,977-39.9% | $16,305-48.5% | $7,344+14.3% |