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 | $45,995 | $86,929-47.1% | $102,423-55.1% | $80,856-43.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 9.97% | 18.88%-8.9pp | 29.32%-19.4pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,312 | $2,369-44.6% | $3,023-56.6% | $2,755-52.4% |
| Participant deferral / active EE | $1,044 | $4,118-74.7% | $5,053-79.3% | $4,296-75.7% |
| Admin fee / account holder | $1,563 | $8,049-80.6% | $9,451-83.5% | $6,918-77.4% |