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 | $70,488 | $78,422-10.1% | $95,952-26.5% | $79,858-11.7% |
| Participation rate | 87.1% | 73.5%+13.6pp | 77.1%+10.0pp | 69.6%+17.5pp |
| Annual return | 10.01% | 19.37%-9.4pp | 91.61%-81.6pp | 31.71%-21.7pp |
| Employer contribution / active EE | $1,210 | $1,945-37.8% | $2,541-52.4% | $2,471-51.0% |
| Participant deferral / active EE | $1,279 | $3,440-62.8% | $4,167-69.3% | $3,740-65.8% |
| Admin fee / account holder | $3,124 | $5,622-44.4% | $6,795-54.0% | $5,306-41.1% |