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 | $59,044 | $71,050-16.9% | $93,606-36.9% | $80,856-27.0% |
| Participation rate | 91.9% | 60.4%+31.5pp | 68.7%+23.2pp | 67.6%+24.3pp |
| Annual return | 9.94% | 11.26%-1.3pp | 133.20%-123.3pp | 35.59%-25.7pp |
| Employer contribution / active EE | $4,579 | $1,564+192.9% | $2,420+89.2% | $2,755+66.2% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,790 | $6,945-45.4% | $8,285-54.3% | $6,918-45.2% |