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 | $29,933 | $59,839-50.0% | $81,983-63.5% | $79,858-62.5% |
| Participation rate | 74.4% | 61.6%+12.8pp | 69.2%+5.1pp | 69.6%+4.8pp |
| Annual return | 6.96% | 17.56%-10.6pp | 41.31%-34.3pp | 31.71%-24.8pp |
| Employer contribution / active EE | $1,826 | $1,713+6.6% | $2,498-26.9% | $2,471-26.1% |
| Participant deferral / active EE | $481 | $2,695-82.2% | $3,722-87.1% | $3,740-87.1% |
| Admin fee / account holder | $4,790 | $4,287+11.7% | $5,664-15.4% | $5,306-9.7% |