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 | $35,196 | $80,968-56.5% | $96,544-63.5% | $75,163-53.2% |
| Participation rate | 82.9% | 71.8%+11.1pp | 76.0%+6.9pp | 67.2%+15.7pp |
| Annual return | 11.83% | 27.06%-15.2pp | 25.84%-14.0pp | 160.62%-148.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,101 | $3,928-72.0% | $4,851-77.3% | $4,125-73.3% |
| Admin fee / account holder | $14,461 | $6,724+115.1% | $8,252+75.2% | $5,651+155.9% |