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 | $46,472 | $78,422-40.7% | $95,952-51.6% | $79,858-41.8% |
| Participation rate | 73.7% | 73.5%+0.2pp | 77.1%-3.4pp | 69.6%+4.1pp |
| Annual return | 10.06% | 19.37%-9.3pp | 91.61%-81.5pp | 31.71%-21.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,472 | $3,440-57.2% | $4,167-64.7% | $3,740-60.6% |
| Admin fee / account holder | $17,264 | $5,622+207.1% | $6,795+154.1% | $5,306+225.4% |