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 | $49,200 | $57,281-14.1% | $86,612-43.2% | $75,163-34.5% |
| Participation rate | 97.3% | 63.2%+34.1pp | 71.7%+25.6pp | 67.2%+30.1pp |
| Annual return | 7.52% | 2670.75%-2663.2pp | 591.07%-583.6pp | 160.62%-153.1pp |
| Employer contribution / active EE | $3,982 | $2,314+72.0% | $3,022+31.7% | $2,670+49.1% |
| Participant deferral / active EE | $713 | $3,318-78.5% | $4,438-83.9% | $4,125-82.7% |
| Admin fee / account holder | $6,538 | $4,112+59.0% | $5,614+16.5% | $5,651+15.7% |