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 | $54,351 | $101,724-46.6% | $164,813-67.0% | $80,856-32.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 9.21% | 16.72%-7.5pp | 69.93%-60.7pp | 35.59%-26.4pp |
| Employer contribution / active EE | $4,112 | $2,953+39.2% | $4,341-5.3% | $2,755+49.3% |
| Participant deferral / active EE | $1,339 | $4,477-70.1% | $6,031-77.8% | $4,296-68.8% |
| Admin fee / account holder | $2,441 | $8,227-70.3% | $12,690-80.8% | $6,918-64.7% |