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 | $47,894 | $80,673-40.6% | $101,326-52.7% | $84,808-43.5% |
| Participation rate | 79.6% | 77.8%+1.8pp | 81.5%-1.9pp | 68.3%+11.3pp |
| Annual return | 11.89% | 38.95%-27.1pp | 36.82%-24.9pp | 40.90%-29.0pp |
| Employer contribution / active EE | $2,509 | $2,698-7.0% | $3,665-31.6% | $2,631-4.6% |
| Participant deferral / active EE | $2,635 | $6,840-61.5% | $7,994-67.0% | $4,212-37.4% |
| Admin fee / account holder | $1,038 | $12,784-91.9% | $11,185-90.7% | $7,344-85.9% |