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 | $89,757 | $99,341-9.6% | $84,750+5.9% | $273,961-67.2% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | -3.60% | 22.93%-26.5pp | 22.78%-26.4pp | 41.45%-45.1pp |
| Employer contribution / active EE | $1,000 | $4,214-76.3% | $3,574-72.0% | $4,869-79.5% |
| Participant deferral / active EE | $1,010 | $4,269-76.3% | $3,712-72.8% | $5,287-80.9% |
| Admin fee / account holder | $8,469 | $6,644+27.5% | $5,332+58.8% | $10,132-16.4% |