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 | $47,087 | $87,013-45.9% | $106,213-55.7% | $80,856-41.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 8.10% | 17.05%-9.0pp | 116.14%-108.0pp | 35.59%-27.5pp |
| Employer contribution / active EE | $1,747 | $2,395-27.1% | $3,171-44.9% | $2,755-36.6% |
| Participant deferral / active EE | $866 | $3,986-78.3% | $5,016-82.7% | $4,296-79.8% |
| Admin fee / account holder | $4,205 | $8,431-50.1% | $11,033-61.9% | $6,918-39.2% |