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 | $43,196 | $125,758-65.7% | $169,993-74.6% | $75,163-42.5% |
| Participation rate | 97.4% | 83.6%+13.8pp | 87.0%+10.4pp | 67.2%+30.2pp |
| Annual return | 2.40% | 27.20%-24.8pp | 53.37%-51.0pp | 160.62%-158.2pp |
| Employer contribution / active EE | $1,811 | $4,615-60.8% | $6,785-73.3% | $2,670-32.2% |
| Participant deferral / active EE | $1,870 | $6,837-72.7% | $10,408-82.0% | $4,125-54.7% |
| Admin fee / account holder | $535 | $8,173-93.5% | $12,815-95.8% | $5,651-90.5% |