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 | $100,600 | $86,286+16.6% | $111,297-9.6% | $85,850+17.2% |
| Participation rate | 99.0% | 73.3%+25.6pp | 77.3%+21.7pp | 69.3%+29.7pp |
| Annual return | 4.57% | 19.99%-15.4pp | 54.65%-50.1pp | 318.53%-314.0pp |
| Employer contribution / active EE | $1,392 | $2,043-31.9% | $2,731-49.0% | $2,565-45.7% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,814 | $8,188-53.4% | $7,964-52.1% | $6,260-39.1% |