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 | $54,514 | $125,758-56.7% | $169,993-67.9% | $75,163-27.5% |
| Participation rate | 95.6% | 83.6%+12.0pp | 87.0%+8.6pp | 67.2%+28.4pp |
| Annual return | 10.37% | 27.20%-16.8pp | 53.37%-43.0pp | 160.62%-150.2pp |
| Employer contribution / active EE | $2,130 | $4,615-53.8% | $6,785-68.6% | $2,670-20.2% |
| Participant deferral / active EE | $2,708 | $6,837-60.4% | $10,408-74.0% | $4,125-34.3% |
| Admin fee / account holder | $6,802 | $8,173-16.8% | $12,815-46.9% | $5,651+20.4% |