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 | $79,309 | $78,926+0.5% | $136,749-42.0% | $84,808-6.5% |
| Participation rate | 95.7% | 62.2%+33.5pp | 72.1%+23.5pp | 68.3%+27.3pp |
| Annual return | 7.44% | 18.17%-10.7pp | 24.33%-16.9pp | 40.90%-33.5pp |
| Employer contribution / active EE | $2,899 | $2,134+35.8% | $3,400-14.7% | $2,631+10.2% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,692-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,344 | $6,369-78.9% | $11,386-88.2% | $7,344-81.7% |