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 | $92,577 | $95,803-3.4% | $113,168-18.2% | $84,808+9.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 8.37% | 25.00%-16.6pp | 24.27%-15.9pp | 40.90%-32.5pp |
| Employer contribution / active EE | $1,000 | $2,360-57.6% | $2,975-66.4% | $2,631-62.0% |
| Participant deferral / active EE | $1,498 | $4,242-64.7% | $5,107-70.7% | $4,212-64.4% |
| Admin fee / account holder | $12,909 | $8,989+43.6% | $12,068+7.0% | $7,344+75.8% |