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 | $116,966 | $53,018+120.6% | $70,014+67.1% | $62,891+86.0% |
| Participation rate | 84.6% | 67.2%+17.4pp | 71.8%+12.8pp | 69.3%+15.3pp |
| Annual return | 0.02% | 13.35%-13.3pp | 12.99%-13.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $352 | $1,799-80.4% | $2,338-85.0% | $2,281-84.6% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $16,819 | $3,690+355.9% | $4,380+284.0% | $4,296+291.6% |