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 | $50,518 | $138,347-63.5% | $184,203-72.6% | $80,856-37.5% |
| Participation rate | 76.0% | 83.9%-7.8pp | 86.8%-10.8pp | 67.6%+8.4pp |
| Annual return | 10.93% | 20.02%-9.1pp | 28.81%-17.9pp | 35.59%-24.7pp |
| Employer contribution / active EE | $5,833 | $4,850+20.3% | $6,427-9.2% | $2,755+111.7% |
| Participant deferral / active EE | $2,553 | $7,071-63.9% | $9,131-72.0% | $4,296-40.6% |
| Admin fee / account holder | $13,106 | $10,483+25.0% | $13,901-5.7% | $6,918+89.4% |