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 | $34,565 | $86,929-60.2% | $102,423-66.3% | $80,856-57.3% |
| Participation rate | 89.7% | 72.4%+17.3pp | 76.5%+13.2pp | 67.6%+22.0pp |
| Annual return | 7.30% | 18.88%-11.6pp | 29.32%-22.0pp | 35.59%-28.3pp |
| Employer contribution / active EE | $3,347 | $2,369+41.3% | $3,023+10.7% | $2,755+21.5% |
| Participant deferral / active EE | $1,187 | $4,118-71.2% | $5,053-76.5% | $4,296-72.4% |
| Admin fee / account holder | $1,259 | $8,049-84.4% | $9,451-86.7% | $6,918-81.8% |