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 | $47,623 | $80,673-41.0% | $101,326-53.0% | $84,808-43.8% |
| Participation rate | 84.4% | 77.8%+6.7pp | 81.5%+2.9pp | 68.3%+16.1pp |
| Annual return | 13.94% | 38.95%-25.0pp | 36.82%-22.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $581 | $2,698-78.5% | $3,665-84.1% | $2,631-77.9% |
| Participant deferral / active EE | $2,245 | $6,840-67.2% | $7,994-71.9% | $4,212-46.7% |
| Admin fee / account holder | $6,333 | $12,784-50.5% | $11,185-43.4% | $7,344-13.8% |