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 | $57,157 | $138,347-58.7% | $184,203-69.0% | $80,856-29.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 10.26% | 20.02%-9.8pp | 28.81%-18.6pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,930 | $4,850-60.2% | $6,427-70.0% | $2,755-29.9% |
| Participant deferral / active EE | $2,460 | $7,071-65.2% | $9,131-73.1% | $4,296-42.7% |
| Admin fee / account holder | $18,483 | $10,483+76.3% | $13,901+33.0% | $6,918+167.2% |