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 | $113,893 | $148,978-23.6% | $200,582-43.2% | $84,808+34.3% |
| Participation rate | 74.1% | 84.2%-10.2pp | 86.9%-12.8pp | 68.3%+5.8pp |
| Annual return | 13.01% | 28.16%-15.1pp | 42.33%-29.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,591 | $4,815-67.0% | $6,419-75.2% | $2,631-39.5% |
| Participant deferral / active EE | $2,607 | $7,142-63.5% | $9,331-72.1% | $4,212-38.1% |
| Admin fee / account holder | $13,908 | $13,977-0.5% | $16,305-14.7% | $7,344+89.4% |