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 | $77,190 | $101,724-24.1% | $164,813-53.2% | $80,856-4.5% |
| Participation rate | 98.2% | 71.8%+26.4pp | 78.6%+19.6pp | 67.6%+30.5pp |
| Annual return | 10.39% | 16.72%-6.3pp | 69.93%-59.5pp | 35.59%-25.2pp |
| Employer contribution / active EE | $3,716 | $2,953+25.8% | $4,341-14.4% | $2,755+34.9% |
| Participant deferral / active EE | $1,740 | $4,477-61.1% | $6,031-71.2% | $4,296-59.5% |
| Admin fee / account holder | $17,110 | $8,227+108.0% | $12,690+34.8% | $6,918+147.3% |