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 | $44,011 | $48,795-9.8% | $65,493-32.8% | $84,808-48.1% |
| Participation rate | 97.9% | 67.0%+30.9pp | 73.1%+24.8pp | 68.3%+29.6pp |
| Annual return | 10.52% | 20.20%-9.7pp | 982.45%-971.9pp | 40.90%-30.4pp |
| Employer contribution / active EE | $8,438 | $1,930+337.3% | $2,574+227.8% | $2,631+220.7% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $3,961-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,288 | $3,877-66.8% | $5,028-74.4% | $7,344-82.5% |