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 | $68,719+21.9% | $91,541-8.5% | $84,808-1.2% |
| Participation rate | 91.7% | 64.5%+27.2pp | 69.8%+21.9pp | 68.3%+23.4pp |
| Annual return | 5.79% | 19.12%-13.3pp | 20.50%-14.7pp | 40.90%-35.1pp |
| Employer contribution / active EE | $1,389 | $1,920-27.7% | $2,505-44.5% | $2,631-47.2% |
| Participant deferral / active EE | $8 | $3,136-99.7% | $4,008-99.8% | $4,212-99.8% |
| Admin fee / account holder | $47,869 | $5,786+727.3% | $6,956+588.1% | $7,344+551.8% |