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 | $34,288 | $59,839-42.7% | $81,983-58.2% | $79,858-57.1% |
| Participation rate | 88.9% | 61.6%+27.3pp | 69.2%+19.6pp | 69.6%+19.3pp |
| Annual return | 5.46% | 17.56%-12.1pp | 41.31%-35.9pp | 31.71%-26.3pp |
| Employer contribution / active EE | $2,480 | $1,713+44.8% | $2,498-0.7% | $2,471+0.4% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $9,532 | $4,287+122.3% | $5,664+68.3% | $5,306+79.6% |