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 | $59,597 | $86,922-31.4% | $102,438-41.8% | $80,874-26.3% |
| Participation rate | 86.7% | 72.4%+14.3pp | 76.5%+10.2pp | 67.6%+19.0pp |
| Annual return | 9.34% | 18.90%-9.6pp | 29.37%-20.0pp | 35.62%-26.3pp |
| Employer contribution / active EE | $2,445 | $2,369+3.2% | $3,024-19.2% | $2,756-11.3% |
| Participant deferral / active EE | $1,155 | $4,119-72.0% | $5,054-77.1% | $4,297-73.1% |
| Admin fee / account holder | $1,877 | $8,050-76.7% | $9,448-80.1% | $6,935-72.9% |