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 | $68,144 | $138,347-50.7% | $184,203-63.0% | $80,856-15.7% |
| Participation rate | 84.7% | 83.9%+0.9pp | 86.8%-2.1pp | 67.6%+17.1pp |
| Annual return | 11.12% | 20.02%-8.9pp | 28.81%-17.7pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,016 | $4,850-58.4% | $6,427-68.6% | $2,755-26.8% |
| Participant deferral / active EE | $3,114 | $7,071-56.0% | $9,131-65.9% | $4,296-27.5% |
| Admin fee / account holder | $2,633 | $10,483-74.9% | $13,901-81.1% | $6,918-61.9% |