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 | $87,125 | $136,307-36.1% | $177,821-51.0% | $73,488+18.6% |
| Participation rate | 97.0% | 86.1%+10.9pp | 87.7%+9.3pp | 70.7%+26.3pp |
| Annual return | 8.65% | 18.68%-10.0pp | 48.32%-39.7pp | 28.51%-19.9pp |
| Employer contribution / active EE | $2,641 | $3,712-28.9% | $5,918-55.4% | $2,270+16.3% |
| Participant deferral / active EE | $3,047 | $5,829-47.7% | $7,714-60.5% | $3,740-18.5% |
| Admin fee / account holder | $3,996 | $596+571.1% | $12,427-67.8% | $513+678.9% |