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 | $92,835 | $58,512+58.7% | $84,015+10.5% | $72,985+27.2% |
| Participation rate | 98.7% | 61.2%+37.4pp | 69.0%+29.7pp | 69.5%+29.2pp |
| Annual return | 0.79% | 28.93%-28.1pp | 71.31%-70.5pp | 81.00%-80.2pp |
| Employer contribution / active EE | $7,176 | $1,163+517.0% | $1,983+261.8% | $2,440+194.1% |
| Participant deferral / active EE | $824 | $2,394-65.6% | $3,239-74.6% | $3,607-77.2% |
| Admin fee / account holder | $5,679 | $4,569+24.3% | $6,101-6.9% | $5,124+10.8% |