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 | $69,796 | $76,367-8.6% | $93,606-25.4% | $72,985-4.4% |
| Participation rate | 97.2% | 71.7%+25.5pp | 75.8%+21.4pp | 69.5%+27.7pp |
| Annual return | 3.54% | 25.82%-22.3pp | 32.76%-29.2pp | 81.00%-77.5pp |
| Employer contribution / active EE | $5,470 | $2,275+140.4% | $2,718+101.2% | $2,440+124.2% |
| Participant deferral / active EE | $375 | $3,538-89.4% | $4,069-90.8% | $3,607-89.6% |
| Admin fee / account holder | $6,523 | $6,838-4.6% | $7,888-17.3% | $5,124+27.3% |