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 | $22,909 | $127,065-82.0% | $113,168-79.8% | $142,382-83.9% |
| Participation rate | 78.6% | 79.2%-0.6pp | 76.6%+2.0pp | 80.1%-1.5pp |
| Annual return | 5.02% | 24.03%-19.0pp | 24.27%-19.2pp | 217.08%-212.1pp |
| Employer contribution / active EE | $2,922 | $3,442-15.1% | $2,975-1.8% | $4,299-32.0% |
| Participant deferral / active EE | $1,704 | $5,716-70.2% | $5,107-66.6% | $6,507-73.8% |
| Admin fee / account holder | $56,933 | $15,736+261.8% | $12,068+371.8% | $12,624+351.0% |