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 | $79,325 | $67,606+17.3% | $82,313-3.6% | $70,131+13.1% |
| Participation rate | 98.3% | 72.8%+25.5pp | 76.9%+21.4pp | 69.5%+28.8pp |
| Annual return | 8.42% | 21.57%-13.1pp | 25.88%-17.5pp | 73.14%-64.7pp |
| Employer contribution / active EE | $1,695 | $1,755-3.4% | $2,428-30.2% | $2,342-27.6% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,290 | $4,512-49.2% | $5,608-59.2% | $4,645-50.7% |