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 | $59,159 | $67,411-12.2% | $91,001-35.0% | $70,131-15.6% |
| Participation rate | 96.0% | 71.4%+24.6pp | 75.6%+20.4pp | 69.5%+26.5pp |
| Annual return | 12.24% | -40.16%+52.4pp | 4.60%+7.6pp | 73.14%-60.9pp |
| Employer contribution / active EE | $2,010 | $1,786+12.5% | $2,456-18.2% | $2,342-14.2% |
| Participant deferral / active EE | $945 | $2,823-66.5% | $3,547-73.4% | $3,332-71.6% |
| Admin fee / account holder | $1,664 | $4,236-60.7% | $5,417-69.3% | $4,645-64.2% |