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 | $61,432 | $70,428-12.8% | $96,562-36.4% | $85,850-28.4% |
| Participation rate | 94.3% | 61.8%+32.5pp | 69.8%+24.5pp | 69.3%+25.0pp |
| Annual return | 9.35% | 18.59%-9.2pp | 37.78%-28.4pp | 318.53%-309.2pp |
| Employer contribution / active EE | $1,429 | $1,413+1.1% | $2,356-39.4% | $2,565-44.3% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $860 | $4,997-82.8% | $6,181-86.1% | $6,260-86.3% |