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 | $42,437 | $72,492-41.5% | $87,100-51.3% | $72,985-41.9% |
| Participation rate | 93.5% | 72.8%+20.7pp | 76.9%+16.6pp | 69.5%+24.0pp |
| Annual return | 11.78% | 24.46%-12.7pp | 28.19%-16.4pp | 81.00%-69.2pp |
| Employer contribution / active EE | $528 | $1,894-72.1% | $2,521-79.0% | $2,440-78.4% |
| Participant deferral / active EE | $1,393 | $3,270-57.4% | $4,049-65.6% | $3,607-61.4% |
| Admin fee / account holder | $1,685 | $5,055-66.7% | $7,497-77.5% | $5,124-67.1% |