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 | $68,711 | $60,349+13.9% | $74,183-7.4% | $62,891+9.3% |
| Participation rate | 78.4% | 72.7%+5.7pp | 76.6%+1.8pp | 69.3%+9.1pp |
| Annual return | -3.19% | 21.37%-24.6pp | 17.74%-20.9pp | 20.14%-23.3pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,254 | $2,856-56.1% | $3,550-64.7% | $3,203-60.8% |
| Admin fee / account holder | $3,330 | $4,261-21.8% | $5,586-40.4% | $4,296-22.5% |