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 | $66,032 | $123,793-46.7% | $177,821-62.9% | $79,858-17.3% |
| Participation rate | 87.0% | 84.7%+2.3pp | 87.7%-0.8pp | 69.6%+17.3pp |
| Annual return | 5.59% | 22.82%-17.2pp | 48.32%-42.7pp | 31.71%-26.1pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,178 | $5,956-63.4% | $7,714-71.8% | $3,740-41.8% |
| Admin fee / account holder | $7,857 | $7,243+8.5% | $12,427-36.8% | $5,306+48.1% |