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 | $81,619 | $149,734-45.5% | $118,925-31.4% | $158,922-48.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 4.15% | 19.95%-15.8pp | 35.88%-31.7pp | 302.83%-298.7pp |
| Employer contribution / active EE | $1,070 | $4,115-74.0% | $3,263-67.2% | $4,761-77.5% |
| Participant deferral / active EE | $625 | $5,223-88.0% | $4,265-85.3% | $5,982-89.6% |
| Admin fee / account holder | $12,761 | $8,603+48.3% | $6,581+93.9% | $11,246+13.5% |