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 | $78,738 | $98,982-20.5% | $162,163-51.4% | $65,185+20.8% |
| Participation rate | 92.5% | 85.8%+6.7pp | 87.6%+4.9pp | 70.2%+22.3pp |
| Annual return | 15.31% | 24.84%-9.5pp | 115.59%-100.3pp | 29.38%-14.1pp |
| Employer contribution / active EE | $3,438 | $3,467-0.8% | $5,614-38.8% | $2,177+57.9% |
| Participant deferral / active EE | $2,875 | $5,384-46.6% | $7,298-60.6% | $3,514-18.2% |
| Admin fee / account holder | $1,365 | $596+128.9% | $10,843-87.4% | $847+61.1% |