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 | $77,573 | $65,395+18.6% | $182,532-57.5% | $72,985+6.3% |
| Participation rate | 86.7% | 65.4%+21.2pp | 78.0%+8.7pp | 69.5%+17.2pp |
| Annual return | 16.93% | 27.68%-10.8pp | 148.54%-131.6pp | 81.00%-64.1pp |
| Employer contribution / active EE | $1,157 | $1,911-39.5% | $4,076-71.6% | $2,440-52.6% |
| Participant deferral / active EE | $879 | $3,563-75.3% | $5,524-84.1% | $3,607-75.6% |
| Admin fee / account holder | $4,389 | $4,245+3.4% | $8,592-48.9% | $5,124-14.4% |