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 | $32,963 | $68,914-52.2% | $136,749-75.9% | $74,304-55.6% |
| Participation rate | 77.0% | 51.3%+25.6pp | 72.1%+4.9pp | 60.3%+16.6pp |
| Annual return | 7.69% | 16.34%-8.7pp | 24.33%-16.6pp | 29.43%-21.7pp |
| Employer contribution / active EE | $1,749 | $1,561+12.0% | $3,400-48.5% | $2,241-21.9% |
| Participant deferral / active EE | $92 | $2,541-96.4% | $4,692-98.0% | $3,767-97.6% |
| Admin fee / account holder | $4,638 | $3,149+47.3% | $11,386-59.3% | $2,969+56.2% |