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 | $39,628 | $62,573-36.7% | $85,682-53.7% | $85,850-53.8% |
| Participation rate | 94.2% | 61.1%+33.1pp | 69.9%+24.4pp | 69.3%+24.9pp |
| Annual return | 10.35% | 23.77%-13.4pp | 21.49%-11.1pp | 318.53%-308.2pp |
| Employer contribution / active EE | $4,729 | $1,757+169.2% | $2,618+80.6% | $2,565+84.4% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,923-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,932 | $4,640-58.4% | $6,873-71.9% | $6,260-69.1% |