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 | $35,109 | $79,944-56.1% | $98,439-64.3% | $75,163-53.3% |
| Participation rate | 96.7% | 70.4%+26.4pp | 75.2%+21.6pp | 67.2%+29.5pp |
| Annual return | 11.55% | 19.75%-8.2pp | 21.16%-9.6pp | 160.62%-149.1pp |
| Employer contribution / active EE | $1,552 | $2,264-31.5% | $3,048-49.1% | $2,670-41.9% |
| Participant deferral / active EE | $1,068 | $3,752-71.5% | $4,738-77.5% | $4,125-74.1% |
| Admin fee / account holder | $21,792 | $6,840+218.6% | $8,948+143.6% | $5,651+285.6% |