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 | $65,443 | $123,793-47.1% | $177,821-63.2% | $79,858-18.1% |
| Participation rate | 98.6% | 84.7%+13.9pp | 87.7%+10.9pp | 69.6%+29.0pp |
| Annual return | 9.05% | 22.82%-13.8pp | 48.32%-39.3pp | 31.71%-22.7pp |
| Employer contribution / active EE | $8,479 | $4,095+107.0% | $5,918+43.3% | $2,471+243.2% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,414 | $7,243-66.7% | $12,427-80.6% | $5,306-54.5% |