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 | $55,824 | $57,065-2.2% | $75,670-26.2% | $70,131-20.4% |
| Participation rate | 96.4% | 68.1%+28.3pp | 72.3%+24.0pp | 69.5%+26.8pp |
| Annual return | 6.61% | 23.57%-17.0pp | 27.34%-20.7pp | 73.14%-66.5pp |
| Employer contribution / active EE | $2,545 | $1,817+40.1% | $2,352+8.2% | $2,342+8.7% |
| Participant deferral / active EE | $625 | $2,580-75.8% | $3,142-80.1% | $3,332-81.2% |
| Admin fee / account holder | $1,257 | $3,825-67.1% | $5,800-78.3% | $4,645-72.9% |