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 | $35,301 | $101,724-65.3% | $164,813-78.6% | $80,856-56.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 9.44% | 16.72%-7.3pp | 69.93%-60.5pp | 35.59%-26.2pp |
| Employer contribution / active EE | $3,853 | $2,953+30.4% | $4,341-11.2% | $2,755+39.9% |
| Participant deferral / active EE | $1,184 | $4,477-73.6% | $6,031-80.4% | $4,296-72.4% |
| Admin fee / account holder | $1,929 | $8,227-76.5% | $12,690-84.8% | $6,918-72.1% |