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 | $33,008 | $87,733-62.4% | $106,548-69.0% | $85,850-61.6% |
| Participation rate | 93.2% | 71.9%+21.3pp | 76.1%+17.1pp | 69.3%+23.9pp |
| Annual return | 10.94% | 21.86%-10.9pp | 26.80%-15.9pp | 318.53%-307.6pp |
| Employer contribution / active EE | $661 | $2,073-68.1% | $2,819-76.5% | $2,565-74.2% |
| Participant deferral / active EE | $1,483 | $3,469-57.3% | $4,398-66.3% | $3,952-62.5% |
| Admin fee / account holder | $764 | $6,767-88.7% | $7,407-89.7% | $6,260-87.8% |