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 | $42,140 | $138,347-69.5% | $184,203-77.1% | $80,856-47.9% |
| Participation rate | 70.4% | 83.9%-13.5pp | 86.8%-16.4pp | 67.6%+2.7pp |
| Annual return | 10.29% | 20.02%-9.7pp | 28.81%-18.5pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,637 | $4,850-66.3% | $6,427-74.5% | $2,755-40.6% |
| Participant deferral / active EE | $2,393 | $7,071-66.2% | $9,131-73.8% | $4,296-44.3% |
| Admin fee / account holder | $3,339 | $10,483-68.2% | $13,901-76.0% | $6,918-51.7% |