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 | $54,441 | $63,355-14.1% | $91,989-40.8% | $72,985-25.4% |
| Participation rate | 78.6% | 72.5%+6.1pp | 78.6%-0.1pp | 69.5%+9.1pp |
| Annual return | 17.84% | 35.35%-17.5pp | 69.02%-51.2pp | 81.00%-63.2pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,857 | $4,883-62.0% | $5,923-68.6% | $3,607-48.5% |
| Admin fee / account holder | $43,874 | $4,668+839.9% | $7,743+466.6% | $5,124+756.2% |