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 | $77,215 | $67,411+14.5% | $91,001-15.1% | $70,131+10.1% |
| Participation rate | 97.8% | 71.4%+26.4pp | 75.6%+22.2pp | 69.5%+28.2pp |
| Annual return | 9.57% | -40.16%+49.7pp | 4.60%+5.0pp | 73.14%-63.6pp |
| Employer contribution / active EE | $2,451 | $1,786+37.3% | $2,456-0.2% | $2,342+4.7% |
| Participant deferral / active EE | $1,115 | $2,823-60.5% | $3,547-68.6% | $3,332-66.5% |
| Admin fee / account holder | $1,022 | $4,236-75.9% | $5,417-81.1% | $4,645-78.0% |