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 | $44,914 | $53,127-15.5% | $86,590-48.1% | $70,131-36.0% |
| Participation rate | 96.6% | 65.3%+31.2pp | 73.5%+23.0pp | 69.5%+27.0pp |
| Annual return | 6.01% | 27.66%-21.6pp | 964.84%-958.8pp | 73.14%-67.1pp |
| Employer contribution / active EE | $2,903 | $2,068+40.4% | $2,839+2.2% | $2,342+23.9% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $9,806 | $3,585+173.5% | $4,906+99.9% | $4,645+111.1% |