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 | $60,160 | $109,413-45.0% | $156,263-61.5% | $84,808-29.1% |
| Participation rate | 98.1% | 72.7%+25.5pp | 78.9%+19.2pp | 68.3%+29.8pp |
| Annual return | 9.95% | 20.18%-10.2pp | 59.47%-49.5pp | 40.90%-30.9pp |
| Employer contribution / active EE | $4,917 | $2,907+69.1% | $4,333+13.5% | $2,631+86.9% |
| Participant deferral / active EE | $1,242 | $4,590-72.9% | $6,158-79.8% | $4,212-70.5% |
| Admin fee / account holder | $9,055 | $9,357-3.2% | $14,255-36.5% | $7,344+23.3% |