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 | $44,234 | $48,076-8.0% | $78,689-43.8% | $62,891-29.7% |
| Participation rate | 76.1% | 65.2%+10.9pp | 73.6%+2.5pp | 69.3%+6.8pp |
| Annual return | -0.78% | 31.35%-32.1pp | 62.18%-63.0pp | 20.14%-20.9pp |
| Employer contribution / active EE | $3,243 | $2,015+61.0% | $2,851+13.8% | $2,281+42.2% |
| Participant deferral / active EE | $705 | $2,588-72.7% | $3,517-79.9% | $3,203-78.0% |
| Admin fee / account holder | $4,405 | $3,207+37.4% | $4,510-2.3% | $4,296+2.6% |