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 | $79,843 | $87,841-9.1% | $133,980-40.4% | $62,891+27.0% |
| Participation rate | 96.4% | 83.4%+13.0pp | 87.1%+9.4pp | 69.3%+27.1pp |
| Annual return | 3.77% | 12.05%-8.3pp | 29.30%-25.5pp | 20.14%-16.4pp |
| Employer contribution / active EE | $1,260 | $3,483-63.8% | $5,211-75.8% | $2,281-44.8% |
| Participant deferral / active EE | $2,060 | $4,812-57.2% | $6,282-67.2% | $3,203-35.7% |
| Admin fee / account holder | $8,510 | $5,371+58.4% | $9,324-8.7% | $4,296+98.1% |