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 | $85,898 | $138,347-37.9% | $184,203-53.4% | $80,856+6.2% |
| Participation rate | 81.1% | 83.9%-2.8pp | 86.8%-5.7pp | 67.6%+13.4pp |
| Annual return | 9.51% | 20.02%-10.5pp | 28.81%-19.3pp | 35.59%-26.1pp |
| Employer contribution / active EE | $2,907 | $4,850-40.1% | $6,427-54.8% | $2,755+5.5% |
| Participant deferral / active EE | $2,207 | $7,071-68.8% | $9,131-75.8% | $4,296-48.6% |
| Admin fee / account holder | $1,252 | $10,483-88.1% | $13,901-91.0% | $6,918-81.9% |