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 | $58,993 | $81,460-27.6% | $103,333-42.9% | $80,856-27.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 9.15% | 25.55%-16.4pp | 24.88%-15.7pp | 35.59%-26.4pp |
| Employer contribution / active EE | $8,118 | $3,105+161.4% | $3,868+109.9% | $2,755+194.7% |
| Participant deferral / active EE | $1,204 | $3,869-68.9% | $5,057-76.2% | $4,296-72.0% |
| Admin fee / account holder | $3,510 | $6,566-46.6% | $8,355-58.0% | $6,918-49.3% |