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 | $45,507 | $123,793-63.2% | $177,821-74.4% | $79,858-43.0% |
| Participation rate | 97.9% | 84.7%+13.3pp | 87.7%+10.2pp | 69.6%+28.3pp |
| Annual return | 5.73% | 22.82%-17.1pp | 48.32%-42.6pp | 31.71%-26.0pp |
| Employer contribution / active EE | $1,844 | $4,095-55.0% | $5,918-68.8% | $2,471-25.4% |
| Participant deferral / active EE | $1,576 | $5,956-73.5% | $7,714-79.6% | $3,740-57.9% |
| Admin fee / account holder | $445 | $7,243-93.9% | $12,427-96.4% | $5,306-91.6% |