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 | $88,684 | $117,983-24.8% | $101,794-12.9% | $142,382-37.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 8.62% | 36.92%-28.3pp | 30.53%-21.9pp | 217.08%-208.5pp |
| Employer contribution / active EE | $710 | $2,773-74.4% | $2,289-69.0% | $4,299-83.5% |
| Participant deferral / active EE | $1,065 | $4,714-77.4% | $4,084-73.9% | $6,507-83.6% |
| Admin fee / account holder | $42,217 | $10,433+304.6% | $8,777+381.0% | $12,624+234.4% |