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 | $87,942 | $63,355+38.8% | $91,989-4.4% | $72,985+20.5% |
| Participation rate | 96.3% | 72.5%+23.8pp | 78.6%+17.7pp | 69.5%+26.8pp |
| Annual return | 17.31% | 35.35%-18.0pp | 69.02%-51.7pp | 81.00%-63.7pp |
| Employer contribution / active EE | $3,311 | $2,116+56.5% | $3,452-4.1% | $2,440+35.7% |
| Participant deferral / active EE | $2,060 | $4,883-57.8% | $5,923-65.2% | $3,607-42.9% |
| Admin fee / account holder | $621 | $4,668-86.7% | $7,743-92.0% | $5,124-87.9% |