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 | $59,800 | $123,793-51.7% | $177,821-66.4% | $79,858-25.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 9.28% | 22.82%-13.5pp | 48.32%-39.0pp | 31.71%-22.4pp |
| Employer contribution / active EE | $3,082 | $4,095-24.8% | $5,918-47.9% | $2,471+24.7% |
| Participant deferral / active EE | $2,252 | $5,956-62.2% | $7,714-70.8% | $3,740-39.8% |
| Admin fee / account holder | $3,092 | $7,243-57.3% | $12,427-75.1% | $5,306-41.7% |