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 | $66,720 | $81,208-17.8% | $98,907-32.5% | $79,858-16.5% |
| Participation rate | 98.8% | 72.5%+26.2pp | 76.0%+22.7pp | 69.6%+29.1pp |
| Annual return | 5.25% | 60.99%-55.7pp | 196.43%-191.2pp | 31.71%-26.5pp |
| Employer contribution / active EE | $1,599 | $1,960-18.4% | $2,689-40.5% | $2,471-35.3% |
| Participant deferral / active EE | $1,313 | $3,265-59.8% | $4,244-69.1% | $3,740-64.9% |
| Admin fee / account holder | $2,443 | $6,013-59.4% | $6,642-63.2% | $5,306-54.0% |