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 | $55,731 | $57,065-2.3% | $75,670-26.3% | $70,131-20.5% |
| Participation rate | 77.3% | 68.1%+9.2pp | 72.3%+4.9pp | 69.5%+7.7pp |
| Annual return | 11.86% | 23.57%-11.7pp | 27.34%-15.5pp | 73.14%-61.3pp |
| Employer contribution / active EE | $3,115 | $1,817+71.5% | $2,352+32.5% | $2,342+33.0% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,558 | $3,825-33.1% | $5,800-55.9% | $4,645-44.9% |