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 | $81,700 | $72,492+12.7% | $87,100-6.2% | $72,985+11.9% |
| Participation rate | 93.8% | 72.8%+20.9pp | 76.9%+16.9pp | 69.5%+24.3pp |
| Annual return | 10.48% | 24.46%-14.0pp | 28.19%-17.7pp | 81.00%-70.5pp |
| Employer contribution / active EE | $1,875 | $1,894-1.0% | $2,521-25.6% | $2,440-23.2% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $5,098 | $5,055+0.8% | $7,497-32.0% | $5,124-0.5% |