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 | $108,915 | $132,239-17.6% | $105,722+3.0% | $273,961-60.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 0.26% | 10.07%-9.8pp | 12.25%-12.0pp | 41.45%-41.2pp |
| Employer contribution / active EE | $2,909 | $4,867-40.2% | $4,079-28.7% | $4,869-40.3% |
| Participant deferral / active EE | $904 | $6,233-85.5% | $5,326-83.0% | $5,287-82.9% |
| Admin fee / account holder | $2,965 | $12,032-75.4% | $8,308-64.3% | $10,132-70.7% |