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 | $36,600 | $76,367-52.1% | $93,606-60.9% | $72,985-49.9% |
| Participation rate | 80.0% | 71.7%+8.3pp | 75.8%+4.2pp | 69.5%+10.5pp |
| Annual return | 15.91% | 25.82%-9.9pp | 32.76%-16.8pp | 81.00%-65.1pp |
| Employer contribution / active EE | $1,525 | $2,275-33.0% | $2,718-43.9% | $2,440-37.5% |
| Participant deferral / active EE | $1,148 | $3,538-67.5% | $4,069-71.8% | $3,607-68.2% |
| Admin fee / account holder | $1,470 | $6,838-78.5% | $7,888-81.4% | $5,124-71.3% |