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 | $48,983 | $48,076+1.9% | $78,689-37.8% | $62,891-22.1% |
| Participation rate | 77.4% | 65.2%+12.1pp | 73.6%+3.8pp | 69.3%+8.1pp |
| Annual return | 4.50% | 31.35%-26.9pp | 62.18%-57.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $2,830 | $2,015+40.5% | $2,851-0.7% | $2,281+24.1% |
| Participant deferral / active EE | $678 | $2,588-73.8% | $3,517-80.7% | $3,203-78.8% |
| Admin fee / account holder | $1,315 | $3,207-59.0% | $4,510-70.8% | $4,296-69.4% |