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 | $90,663 | $67,606+34.1% | $82,313+10.1% | $70,131+29.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 10.31% | 21.57%-11.3pp | 25.88%-15.6pp | 73.14%-62.8pp |
| Employer contribution / active EE | $1,591 | $1,755-9.3% | $2,428-34.5% | $2,342-32.1% |
| Participant deferral / active EE | $1,323 | $2,987-55.7% | $3,706-64.3% | $3,332-60.3% |
| Admin fee / account holder | $1,739 | $4,512-61.5% | $5,608-69.0% | $4,645-62.6% |