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 | $32,244 | $65,395-50.7% | $182,532-82.3% | $72,985-55.8% |
| Participation rate | 84.2% | 65.4%+18.8pp | 78.0%+6.2pp | 69.5%+14.7pp |
| Annual return | 16.55% | 27.68%-11.1pp | 148.54%-132.0pp | 81.00%-64.5pp |
| Employer contribution / active EE | $1,037 | $1,911-45.8% | $4,076-74.6% | $2,440-57.5% |
| Participant deferral / active EE | $757 | $3,563-78.7% | $5,524-86.3% | $3,607-79.0% |
| Admin fee / account holder | $4,384 | $4,245+3.3% | $8,592-49.0% | $5,124-14.4% |