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 | $28,062 | $56,053-49.9% | $75,972-63.1% | $80,856-65.3% |
| Participation rate | 98.8% | 62.0%+36.7pp | 69.1%+29.7pp | 67.6%+31.1pp |
| Annual return | 7.98% | 20.53%-12.6pp | 359.55%-351.6pp | 35.59%-27.6pp |
| Employer contribution / active EE | $2,095 | $1,874+11.8% | $2,685-22.0% | $2,755-23.9% |
| Participant deferral / active EE | $462 | $3,052-84.9% | $4,255-89.2% | $4,296-89.3% |
| Admin fee / account holder | $1,641 | $5,234-68.6% | $6,467-74.6% | $6,918-76.3% |