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 | $43,277 | $125,758-65.6% | $169,993-74.5% | $75,163-42.4% |
| Participation rate | 93.8% | 83.6%+10.2pp | 87.0%+6.8pp | 67.2%+26.6pp |
| Annual return | 12.83% | 27.20%-14.4pp | 53.37%-40.5pp | 160.62%-147.8pp |
| Employer contribution / active EE | $2,111 | $4,615-54.2% | $6,785-68.9% | $2,670-20.9% |
| Participant deferral / active EE | $2,719 | $6,837-60.2% | $10,408-73.9% | $4,125-34.1% |
| Admin fee / account holder | $431 | $8,173-94.7% | $12,815-96.6% | $5,651-92.4% |