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 | $39,149 | $86,929-55.0% | $102,423-61.8% | $80,856-51.6% |
| Participation rate | 78.4% | 72.4%+6.0pp | 76.5%+1.9pp | 67.6%+10.7pp |
| Annual return | 8.69% | 18.88%-10.2pp | 29.32%-20.6pp | 35.59%-26.9pp |
| Employer contribution / active EE | $2,022 | $2,369-14.7% | $3,023-33.1% | $2,755-26.6% |
| Participant deferral / active EE | $1,266 | $4,118-69.3% | $5,053-74.9% | $4,296-70.5% |
| Admin fee / account holder | $10,179 | $8,049+26.5% | $9,451+7.7% | $6,918+47.1% |