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 5-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 | $97,001 | $81,460+19.1% | $103,333-6.1% | $80,856+20.0% |
| Participation rate | 76.7% | 66.8%+9.8pp | 74.5%+2.2pp | 67.6%+9.0pp |
| Annual return | 8.52% | 25.55%-17.0pp | 24.88%-16.4pp | 35.59%-27.1pp |
| Employer contribution / active EE | $2,938 | $3,105-5.4% | $3,868-24.0% | $2,755+6.7% |
| Participant deferral / active EE | $1,047 | $3,869-72.9% | $5,057-79.3% | $4,296-75.6% |
| Admin fee / account holder | $7,718 | $6,566+17.5% | $8,355-7.6% | $6,918+11.6% |