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 | $23,348 | $80,673-71.1% | $101,326-77.0% | $84,808-72.5% |
| Participation rate | 83.8% | 77.8%+6.0pp | 81.5%+2.3pp | 68.3%+15.5pp |
| Annual return | 5.95% | 38.95%-33.0pp | 36.82%-30.9pp | 40.90%-34.9pp |
| Employer contribution / active EE | $500 | $2,698-81.5% | $3,665-86.4% | $2,631-81.0% |
| Participant deferral / active EE | $655 | $6,840-90.4% | $7,994-91.8% | $4,212-84.4% |
| Admin fee / account holder | $9,267 | $12,784-27.5% | $11,185-17.1% | $7,344+26.2% |