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 | $73,175 | $86,891-15.8% | $142,449-48.6% | $75,163-2.6% |
| Participation rate | 94.7% | 68.5%+26.2pp | 76.8%+18.0pp | 67.2%+27.5pp |
| Annual return | 11.20% | 23.31%-12.1pp | 19.99%-8.8pp | 160.62%-149.4pp |
| Employer contribution / active EE | $4,211 | $3,355+25.5% | $4,847-13.1% | $2,670+57.7% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $6,283-100.0% | $4,125-100.0% |
| Admin fee / account holder | $12,833 | $7,299+75.8% | $10,011+28.2% | $5,651+127.1% |