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 | $49,612 | $58,512-15.2% | $84,015-40.9% | $72,985-32.0% |
| Participation rate | 96.7% | 61.2%+35.4pp | 69.0%+27.7pp | 69.5%+27.2pp |
| Annual return | 13.72% | 28.93%-15.2pp | 71.31%-57.6pp | 81.00%-67.3pp |
| Employer contribution / active EE | $647 | $1,163-44.4% | $1,983-67.4% | $2,440-73.5% |
| Participant deferral / active EE | $954 | $2,394-60.1% | $3,239-70.5% | $3,607-73.5% |
| Admin fee / account holder | $8,435 | $4,569+84.6% | $6,101+38.3% | $5,124+64.6% |