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 | $57,795 | $101,724-43.2% | $164,813-64.9% | $80,856-28.5% |
| Participation rate | 97.6% | 71.8%+25.7pp | 78.6%+19.0pp | 67.6%+29.9pp |
| Annual return | 10.36% | 16.72%-6.4pp | 69.93%-59.6pp | 35.59%-25.2pp |
| Employer contribution / active EE | $6,483 | $2,953+119.5% | $4,341+49.3% | $2,755+135.3% |
| Participant deferral / active EE | $1,794 | $4,477-59.9% | $6,031-70.3% | $4,296-58.2% |
| Admin fee / account holder | $4,577 | $8,227-44.4% | $12,690-63.9% | $6,918-33.8% |