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 | $83,756 | $67,894+23.4% | $89,340-6.3% | $82,448+1.6% |
| Participation rate | 91.7% | 64.0%+27.6pp | 69.6%+22.1pp | 68.1%+23.6pp |
| Annual return | 5.79% | 19.21%-13.4pp | 20.57%-14.8pp | 41.64%-35.9pp |
| Employer contribution / active EE | $1,389 | $1,828-24.0% | $2,231-37.8% | $2,551-45.6% |
| Participant deferral / active EE | $8 | $3,072-99.7% | $3,823-99.8% | $4,139-99.8% |
| Admin fee / account holder | $47,869 | $5,723+736.4% | $6,704+614.1% | $7,234+561.7% |