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 | $69,829 | $93,571-25.4% | $135,903-48.6% | $75,163-7.1% |
| Participation rate | 93.8% | 75.2%+18.7pp | 81.9%+11.9pp | 67.2%+26.7pp |
| Annual return | 3.20% | 30.90%-27.7pp | 68.23%-65.0pp | 160.62%-157.4pp |
| Employer contribution / active EE | $3,077 | $3,537-13.0% | $4,856-36.6% | $2,670+15.2% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,479 | $6,975-78.8% | $10,762-86.3% | $5,651-73.8% |