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 | $33,985 | $83,477-59.3% | $125,175-72.8% | $72,985-53.4% |
| Participation rate | 70.4% | 73.3%-2.9pp | 79.8%-9.4pp | 69.5%+0.9pp |
| Annual return | 14.75% | 25.78%-11.0pp | 43.79%-29.0pp | 81.00%-66.2pp |
| Employer contribution / active EE | $667 | $2,345-71.5% | $3,865-82.7% | $2,440-72.7% |
| Participant deferral / active EE | $1,322 | $3,585-63.1% | $4,937-73.2% | $3,607-63.3% |
| Admin fee / account holder | $3,204 | $5,517-41.9% | $9,702-67.0% | $5,124-37.5% |