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 | $91,982 | $123,793-25.7% | $177,821-48.3% | $79,858+15.2% |
| Participation rate | 87.1% | 84.7%+2.5pp | 87.7%-0.6pp | 69.6%+17.5pp |
| Annual return | 7.63% | 22.82%-15.2pp | 48.32%-40.7pp | 31.71%-24.1pp |
| Employer contribution / active EE | $2,237 | $4,095-45.4% | $5,918-62.2% | $2,471-9.5% |
| Participant deferral / active EE | $2,611 | $5,956-56.2% | $7,714-66.2% | $3,740-30.2% |
| Admin fee / account holder | $11,065 | $7,243+52.8% | $12,427-11.0% | $5,306+108.5% |