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 | $52,450 | $67,606-22.4% | $82,313-36.3% | $70,131-25.2% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.9%+20.7pp | 69.5%+28.1pp |
| Annual return | 10.31% | 21.57%-11.3pp | 25.88%-15.6pp | 73.14%-62.8pp |
| Employer contribution / active EE | $2,536 | $1,755+44.5% | $2,428+4.4% | $2,342+8.3% |
| Participant deferral / active EE | $1,053 | $2,987-64.7% | $3,706-71.6% | $3,332-68.4% |
| Admin fee / account holder | $8,360 | $4,512+85.3% | $5,608+49.1% | $4,645+80.0% |