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 | $98,798 | $162,781-39.3% | $133,956-26.2% | $158,922-37.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 5.23% | 41.94%-36.7pp | 45.09%-39.9pp | 302.83%-297.6pp |
| Employer contribution / active EE | $2,752 | $4,975-44.7% | $3,919-29.8% | $4,761-42.2% |
| Participant deferral / active EE | $1,266 | $5,911-78.6% | $5,048-74.9% | $5,982-78.8% |
| Admin fee / account holder | $18,656 | $11,736+59.0% | $8,927+109.0% | $11,246+65.9% |