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 | $96,624 | $148,978-35.1% | $200,582-51.8% | $84,808+13.9% |
| Participation rate | 80.0% | 84.2%-4.2pp | 86.9%-6.9pp | 68.3%+11.7pp |
| Annual return | 12.43% | 28.16%-15.7pp | 42.33%-29.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $2,445 | $4,815-49.2% | $6,419-61.9% | $2,631-7.1% |
| Participant deferral / active EE | $3,049 | $7,142-57.3% | $9,331-67.3% | $4,212-27.6% |
| Admin fee / account holder | $2,697 | $13,977-80.7% | $16,305-83.5% | $7,344-63.3% |