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 | $37,981 | $61,605-38.3% | $112,229-66.2% | $75,163-49.5% |
| Participation rate | 96.0% | 61.7%+34.3pp | 72.4%+23.6pp | 67.2%+28.8pp |
| Annual return | 3.79% | 28.47%-24.7pp | 30.20%-26.4pp | 160.62%-156.8pp |
| Employer contribution / active EE | $4,322 | $2,015+114.5% | $3,430+26.0% | $2,670+61.9% |
| Participant deferral / active EE | $697 | $3,108-77.6% | $4,798-85.5% | $4,125-83.1% |
| Admin fee / account holder | $1,718 | $4,862-64.7% | $7,748-77.8% | $5,651-69.6% |