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 | $75,208 | $138,347-45.6% | $184,203-59.2% | $80,856-7.0% |
| Participation rate | 76.3% | 83.9%-7.6pp | 86.8%-10.5pp | 67.6%+8.7pp |
| Annual return | 10.32% | 20.02%-9.7pp | 28.81%-18.5pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,943 | $4,850-59.9% | $6,427-69.8% | $2,755-29.5% |
| Participant deferral / active EE | $2,275 | $7,071-67.8% | $9,131-75.1% | $4,296-47.0% |
| Admin fee / account holder | $4,027 | $10,483-61.6% | $13,901-71.0% | $6,918-41.8% |