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 | $57,736 | $109,359-47.2% | $162,163-64.4% | $72,985-20.9% |
| Participation rate | 93.2% | 84.3%+9.0pp | 87.6%+5.7pp | 69.5%+23.8pp |
| Annual return | 12.25% | 25.46%-13.2pp | 115.59%-103.3pp | 81.00%-68.8pp |
| Employer contribution / active EE | $1,348 | $3,907-65.5% | $5,614-76.0% | $2,440-44.8% |
| Participant deferral / active EE | $1,399 | $5,481-74.5% | $7,298-80.8% | $3,607-61.2% |
| Admin fee / account holder | $1,123 | $7,972-85.9% | $10,843-89.6% | $5,124-78.1% |