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 | $58,717 | $148,978-60.6% | $200,582-70.7% | $84,808-30.8% |
| Participation rate | 96.9% | 84.2%+12.7pp | 86.9%+10.0pp | 68.3%+28.6pp |
| Annual return | 12.13% | 28.16%-16.0pp | 42.33%-30.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,728 | $4,815-64.1% | $6,419-73.1% | $2,631-34.3% |
| Participant deferral / active EE | $2,138 | $7,142-70.1% | $9,331-77.1% | $4,212-49.2% |
| Admin fee / account holder | $1,574 | $13,977-88.7% | $16,305-90.3% | $7,344-78.6% |