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 | $23,985 | $48,076-50.1% | $78,689-69.5% | $62,891-61.9% |
| Participation rate | 80.6% | 65.2%+15.4pp | 73.6%+7.1pp | 69.3%+11.3pp |
| Annual return | -1.23% | 31.35%-32.6pp | 62.18%-63.4pp | 20.14%-21.4pp |
| Employer contribution / active EE | $3,385 | $2,015+68.0% | $2,851+18.8% | $2,281+48.4% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,835 | $3,207+19.6% | $4,510-15.0% | $4,296-10.7% |