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 | $92,098 | $153,772-40.1% | $133,980-31.3% | $273,961-66.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -5.63% | 36.51%-42.1pp | 29.30%-34.9pp | 41.45%-47.1pp |
| Employer contribution / active EE | $8,026 | $6,029+33.1% | $5,211+54.0% | $4,869+64.8% |
| Participant deferral / active EE | $2,053 | $6,958-70.5% | $6,282-67.3% | $5,287-61.2% |
| Admin fee / account holder | $1,931 | $11,765-83.6% | $9,324-79.3% | $10,132-80.9% |