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 | $60,954 | $81,460-25.2% | $103,333-41.0% | $80,856-24.6% |
| Participation rate | 93.2% | 66.8%+26.3pp | 74.5%+18.7pp | 67.6%+25.5pp |
| Annual return | 4.68% | 25.55%-20.9pp | 24.88%-20.2pp | 35.59%-30.9pp |
| Employer contribution / active EE | $4,234 | $3,105+36.4% | $3,868+9.5% | $2,755+53.7% |
| Participant deferral / active EE | $950 | $3,869-75.4% | $5,057-81.2% | $4,296-77.9% |
| Admin fee / account holder | $930 | $6,566-85.8% | $8,355-88.9% | $6,918-86.6% |