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 | $27,315 | $111,754-75.6% | $103,333-73.6% | $145,922-81.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.73% | 24.77%-16.0pp | 24.88%-16.2pp | 561.29%-552.6pp |
| Employer contribution / active EE | $4,649 | $4,212+10.4% | $3,868+20.2% | $4,660-0.2% |
| Participant deferral / active EE | $883 | $5,619-84.3% | $5,057-82.5% | $6,688-86.8% |
| Admin fee / account holder | $1,262 | $9,750-87.1% | $8,355-84.9% | $13,397-90.6% |