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 | $24,130 | $93,571-74.2% | $135,903-82.2% | $75,163-67.9% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 12.90% | 30.90%-18.0pp | 68.23%-55.3pp | 160.62%-147.7pp |
| Employer contribution / active EE | $3,282 | $3,537-7.2% | $4,856-32.4% | $2,670+22.9% |
| Participant deferral / active EE | $874 | $6,404-86.4% | $7,758-88.7% | $4,125-78.8% |
| Admin fee / account holder | $525 | $6,975-92.5% | $10,762-95.1% | $5,651-90.7% |