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 | $64,744 | $99,985-35.2% | $146,665-55.9% | $85,850-24.6% |
| Participation rate | 76.6% | 73.1%+3.5pp | 80.1%-3.5pp | 69.3%+7.2pp |
| Annual return | 10.86% | 18.93%-8.1pp | 22.74%-11.9pp | 318.53%-307.7pp |
| Employer contribution / active EE | $2,120 | $2,559-17.2% | $4,136-48.8% | $2,565-17.4% |
| Participant deferral / active EE | $1,470 | $4,006-63.3% | $5,506-73.3% | $3,952-62.8% |
| Admin fee / account holder | $7,241 | $7,702-6.0% | $10,280-29.6% | $6,260+15.7% |