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 | $62,337 | $37,426+66.6% | $77,482-19.5% | $79,858-21.9% |
| Participation rate | 86.4% | 41.5%+44.9pp | 54.2%+32.2pp | 69.6%+16.7pp |
| Annual return | 8.19% | 39.70%-31.5pp | 54.79%-46.6pp | 31.71%-23.5pp |
| Employer contribution / active EE | $455 | $637-28.6% | $986-53.9% | $2,471-81.6% |
| Participant deferral / active EE | $311 | $1,260-75.3% | $1,861-83.3% | $3,740-91.7% |
| Admin fee / account holder | $4,484 | $2,504+79.1% | $2,858+56.9% | $5,306-15.5% |