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 | $39,301 | $46,869-16.1% | $122,332-67.9% | $70,131-44.0% |
| Participation rate | 97.9% | 58.2%+39.7pp | 71.6%+26.3pp | 69.5%+28.4pp |
| Annual return | 11.91% | 24.22%-12.3pp | 30.27%-18.4pp | 73.14%-61.2pp |
| Employer contribution / active EE | $3,125 | $1,288+142.7% | $4,050-22.8% | $2,342+33.4% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $731 | $3,322-78.0% | $5,478-86.7% | $4,645-84.3% |