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 | $39,152 | $94,625-58.6% | $116,228-66.3% | $84,808-53.8% |
| Participation rate | 82.0% | 70.4%+11.6pp | 74.6%+7.4pp | 68.3%+13.7pp |
| Annual return | 6.38% | 20.40%-14.0pp | 90.06%-83.7pp | 40.90%-34.5pp |
| Employer contribution / active EE | $2,018 | $2,347-14.0% | $2,994-32.6% | $2,631-23.3% |
| Participant deferral / active EE | $1,661 | $3,972-58.2% | $4,953-66.5% | $4,212-60.6% |
| Admin fee / account holder | $26,813 | $10,091+165.7% | $11,989+123.6% | $7,344+265.1% |