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 | $48,501 | $78,705-38.4% | $117,854-58.8% | $70,131-30.8% |
| Participation rate | 95.2% | 73.2%+22.0pp | 79.7%+15.6pp | 69.5%+25.7pp |
| Annual return | 7.37% | 23.30%-15.9pp | 335.08%-327.7pp | 73.14%-65.8pp |
| Employer contribution / active EE | $7,981 | $2,223+258.9% | $3,786+110.8% | $2,342+240.7% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,608 | $5,065-28.8% | $8,020-55.0% | $4,645-22.3% |